Commonwealth Equity Services

Commonwealth Equity Services’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Commonwealth Equity Services’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 Q2	$341K	Buy	+12,600	New	+$337K	﹤0.01%	3659

Other funds holding BFRZ

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

ATX Financial Planning Austin, Texas $151M AUM

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Commonwealth Equity Services's BFRZ Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026: 12,600 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #3659 among its holdings.

51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Commonwealth Equity Services held 12,600 shares of Innovator Equity Managed 100 Buffer ETF worth $341K as of Q2 2026.
Innovator Equity Managed 100 Buffer ETF was a new Commonwealth Equity Services position in Q2 2026.
Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3659 holding.
51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.