LWMI
BFRZ

Legacy Wealth Management (Idaho)’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Legacy Wealth Management (Idaho)’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
-6,601
Closed -$174K – 1040
2026
Q1 		$174K Buy
+6,601
New +$177K 0.09% 129

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

Legacy Wealth Management (Idaho)'s BFRZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026, closing a stake of 6,601 shares — an estimated $174K sold.

Legacy Wealth Management (Idaho) first reported a position in BFRZ in Q1 2026 and held it in 1 quarter. The position peaked at $174K in Q1 2026. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator Equity Managed 100 Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 6,601 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $174K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Innovator Equity Managed 100 Buffer ETF position peaked at $174K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.