Global Retirement Partners’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Global Retirement Partners’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
2025 Q4	$16.3K	Buy	+607	New	+$16.2K	﹤0.01%	2953

Other funds holding BFRZ

VanWeelden Wealth Management West Chester Township, Ohio $125M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ATX Financial Planning Austin, Texas $132M AUM

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Global Retirement Partners's BFRZ Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q4 2025: 607 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #2953 among its holdings.

32 funds tracked by Wall St. Rank hold BFRZ as of Q4 2025.

Global Retirement Partners held 607 shares of Innovator Equity Managed 100 Buffer ETF worth $16.3K as of Q4 2025.
Innovator Equity Managed 100 Buffer ETF was a new Global Retirement Partners position in Q4 2025.
Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2953 holding.
32 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.