BFS
BFRZ

BridgePort Financial Solutions’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

BridgePort Financial Solutions’s Portfolio BFRZ Stock Details BFRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Buy
10,544
+2,828
+37% +$75.8K 0.08% 187
2025
Q4 		$207K Buy
+7,716
New +$206K 0.06% 232

Other funds holding BFRZ

Envestnet Asset Management
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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

BridgePort Financial Solutions's BFRZ Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 37% in Q1 2026, buying an estimated $75.8K and bringing the position to 10,544 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #187.

BridgePort Financial Solutions first reported a position in BFRZ in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • BridgePort Financial Solutions held 10,544 shares of Innovator Equity Managed 100 Buffer ETF worth $278K as of Q1 2026.
  • BridgePort Financial Solutions bought 2,828 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $75.8K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #187 holding.
  • BridgePort Financial Solutions first reported a position in Innovator Equity Managed 100 Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.