IFG
BFRZ

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

Independent Financial 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 		$825K Buy
30,527
+14,795
+94% +$395K 0.02% 768
2026
Q1 		$415K Buy
15,732
+2,245
+17% +$60.2K 0.01% 1019
2025
Q4 		$362K Buy
13,487
+3,129
+30% +$83.6K 0.01% 1057
2025
Q3 		$275K Buy
+10,358
New +$268K 0.01% 1130

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

Independent Financial Group's BFRZ Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 94% in Q2 2026, buying an estimated $395K and bringing the position to 30,527 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #768.

Independent Financial Group first reported a position in BFRZ in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Independent Financial Group held 30,527 shares of Innovator Equity Managed 100 Buffer ETF worth $825K as of Q2 2026.
  • Independent Financial Group bought 14,795 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $395K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #768 holding.
  • Independent Financial Group first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.