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
Q1 		$174K Buy
+6,601
New +$177K 0.09% 129

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Legacy Wealth Management (Idaho)'s BFRZ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 6,601 shares worth $174K. The stake represents 0.09% of the portfolio and ranks #129 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 6,601 shares of Innovator Equity Managed 100 Buffer ETF worth $174K as of Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #129 holding.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.