FSAG
BFRZ

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

Financial Solutions Advisory Group’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 		– Sell
-18,936
Closed -$499K – 184
2026
Q1 		$499K Buy
+18,936
New +$508K 0.07% 108

Other funds holding BFRZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Solutions Advisory Group's BFRZ Position: Q2 2026 in Review

Financial Solutions Advisory Group sold out of Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026, closing a stake of 18,936 shares — an estimated $499K sold.

Financial Solutions Advisory Group first reported a position in BFRZ in Q1 2026 and held it in 1 quarter. The position peaked at $499K in Q1 2026. 11 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Financial Solutions Advisory Group reported no remaining Innovator Equity Managed 100 Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Solutions Advisory Group sold 18,936 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $499K.
  • Financial Solutions Advisory Group first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and held it in 1 quarter.
  • Financial Solutions Advisory Group's Innovator Equity Managed 100 Buffer ETF position peaked at $499K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.