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
Q2 		$285K Buy
10,535
+2,175
+26% +$58.1K ﹤0.01% 1720
2026
Q1 		$220K Buy
+8,360
New +$224K ﹤0.01% 1692

Other funds holding BFRZ

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Concurrent Investment Advisors's BFRZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 26% in Q2 2026, buying an estimated $58.1K and bringing the position to 10,535 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Concurrent Investment Advisors first reported a position in BFRZ in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Concurrent Investment Advisors held 10,535 shares of Innovator Equity Managed 100 Buffer ETF worth $285K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,175 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $58.1K.
  • Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1720 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.