Maia Wealth’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Maia Wealth’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 Q3	$2.17M	Sell	80,123 -496	-0.6%	-$13.4K	0.3%	97
2026 Q2	$2.18M	Buy	80,619 +1,287	+2%	+$34.4K	0.32%	91
2026 Q1	$2.09M	Sell	79,332 -4,821	-6%	-$129K	0.35%	86
2025 Q4	$2.26M	Buy	84,153 +5,983	+8%	+$160K	0.39%	75
2025 Q3	$2.1M	Buy	78,170 +13,691	+21%	+$355K	0.35%	77
2025 Q2	$1.64M	Buy	+64,479	New	+$1.63M	0.31%	86

Other funds holding BFRZ

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Maia Wealth's BFRZ Position: Q3 2026 in Review

Maia Wealth reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 0.62% in Q3 2026, selling an estimated $13.4K and leaving 80,123 shares worth $2.17M. The position accounts for 0.3% of the portfolio, ranked #97.

Maia Wealth first reported a position in BFRZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2025. 16 funds tracked by Wall St. Rank hold BFRZ as of Q3 2026.

Maia Wealth held 80,123 shares of Innovator Equity Managed 100 Buffer ETF worth $2.17M as of Q3 2026.
Maia Wealth sold 496 Innovator Equity Managed 100 Buffer ETF shares in Q3 2026, an estimated $13.4K.
Innovator Equity Managed 100 Buffer ETF made up 0.3% of Maia Wealth's portfolio in Q3 2026, its #97 holding.
Maia Wealth first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 6 quarters since.
Maia Wealth's Innovator Equity Managed 100 Buffer ETF position peaked at $2.26M in Q4 2025.
16 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.