MW
BFRZ

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Maia Wealth's BFRZ Position: Q1 2026 in Review

Maia Wealth reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 5.7% in Q1 2026, selling an estimated $129K and leaving 79,332 shares worth $2.09M. The position accounts for 0.35% of the portfolio, ranked #86.

Maia Wealth first reported a position in BFRZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2025. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Maia Wealth held 79,332 shares of Innovator Equity Managed 100 Buffer ETF worth $2.09M as of Q1 2026.
  • Maia Wealth sold 4,821 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $129K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.35% of Maia Wealth's portfolio in Q1 2026, its #86 holding.
  • Maia Wealth first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • Maia Wealth's Innovator Equity Managed 100 Buffer ETF position peaked at $2.26M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.