Cetera Investment Advisers
BFRZ

Cetera Investment Advisers’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Cetera Investment Advisers’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 		$986K Buy
37,390
+5,576
+18% +$149K ﹤0.01% 2916
2025
Q4 		$854K Buy
31,814
+20,213
+174% +$540K ﹤0.01% 2960
2025
Q3 		$308K Buy
+11,601
New +$300K ﹤0.01% 3811

Other funds holding BFRZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Cetera Investment Advisers's BFRZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 18% in Q1 2026, buying an estimated $149K and bringing the position to 37,390 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Cetera Investment Advisers first reported a position in BFRZ in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Cetera Investment Advisers held 37,390 shares of Innovator Equity Managed 100 Buffer ETF worth $986K as of Q1 2026.
  • Cetera Investment Advisers bought 5,576 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $149K.
  • Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2916 holding.
  • Cetera Investment Advisers first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.