CIA
BFRZ

Concurrent Investment Advisors’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Concurrent Investment Advisors’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 		$220K Buy
+8,360
New +$224K ﹤0.01% 1692

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

Concurrent Investment Advisors's BFRZ Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 8,360 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Concurrent Investment Advisors held 8,360 shares of Innovator Equity Managed 100 Buffer ETF worth $220K as of Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1692 holding.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.