MFG
BFRZ

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

Merit Financial Group’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 		$475K Buy
17,567
+26
+0.1% +$695 ﹤0.01% 1531
2026
Q1 		$462K Buy
+17,541
New +$470K ﹤0.01% 1415

Other funds holding BFRZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's BFRZ Position: Q2 2026 in Review

Merit Financial Group increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 0.15% in Q2 2026, buying an estimated $695 and bringing the position to 17,567 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Merit Financial Group first reported a position in BFRZ in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Merit Financial Group held 17,567 shares of Innovator Equity Managed 100 Buffer ETF worth $475K as of Q2 2026.
  • Merit Financial Group bought 26 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $695.
  • Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1531 holding.
  • Merit Financial Group first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.