JRPIM
BFRZ

Journey Retirement Planning & Investment Management’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Journey Retirement Planning & Investment Management’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 		$460K Buy
17,017
+2,848
+20% +$76.1K 0.36% 90
2026
Q1 		$373K Buy
+14,169
New +$380K 0.33% 94

Other funds holding BFRZ

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BFRZ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 20% in Q2 2026, buying an estimated $76.1K and bringing the position to 17,017 shares worth $460K. The position accounts for 0.36% of the portfolio, ranked #90.

Journey Retirement Planning & Investment Management first reported a position in BFRZ in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 17,017 shares of Innovator Equity Managed 100 Buffer ETF worth $460K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 2,848 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $76.1K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.36% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #90 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.