Morgan Stanley’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Morgan Stanley’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	$904K	Buy	+34,309	New	+$920K	﹤0.01%	5199

Other funds holding BFRZ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Morgan Stanley's BFRZ Position: Q1 2026 in Review

Morgan Stanley opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 34,309 shares worth $904K. The stake represents ﹤0.01% of the portfolio and ranks #5199 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

Morgan Stanley held 34,309 shares of Innovator Equity Managed 100 Buffer ETF worth $904K as of Q1 2026.
Innovator Equity Managed 100 Buffer ETF was a new Morgan Stanley position in Q1 2026.
Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5199 holding.
52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.