LPL Financial

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

LPL Financial’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	$980K	Buy	+36,245	New	+$968K	﹤0.01%	4436

Other funds holding BFRZ

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

ATX Financial Planning Austin, Texas $151M AUM

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

LPL Financial's BFRZ Position: Q2 2026 in Review

LPL Financial opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026: 36,245 shares worth $980K. The stake represents ﹤0.01% of the portfolio and ranks #4436 among its holdings.

51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

LPL Financial held 36,245 shares of Innovator Equity Managed 100 Buffer ETF worth $980K as of Q2 2026.
Innovator Equity Managed 100 Buffer ETF was a new LPL Financial position in Q2 2026.
Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4436 holding.
51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.