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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Maia Wealth's BFRZ Position: Q2 2026 in Review

Maia Wealth increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 1.6% in Q2 2026, buying an estimated $34.4K and bringing the position to 80,619 shares worth $2.18M. The position accounts for 0.32% of the portfolio, ranked #91.

Maia Wealth first reported a position in BFRZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2025. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Maia Wealth held 80,619 shares of Innovator Equity Managed 100 Buffer ETF worth $2.18M as of Q2 2026.
Maia Wealth bought 1,287 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $34.4K.
Innovator Equity Managed 100 Buffer ETF made up 0.32% of Maia Wealth's portfolio in Q2 2026, its #91 holding.
Maia Wealth first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 5 quarters since.
Maia Wealth's Innovator Equity Managed 100 Buffer ETF position peaked at $2.26M in Q4 2025.
51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.