NFS
BFRZ

NewCorp Financial Services’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

NewCorp Financial Services’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 		$339K Buy
12,554
+1,291
+11% +$34.5K 0.26% 37
2026
Q1 		$297K Buy
+11,263
New +$302K 0.26% 40

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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BW
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

NewCorp Financial Services's BFRZ Position: Q2 2026 in Review

NewCorp Financial Services increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 11% in Q2 2026, buying an estimated $34.5K and bringing the position to 12,554 shares worth $339K. The position accounts for 0.26% of the portfolio, ranked #37.

NewCorp Financial Services first reported a position in BFRZ in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • NewCorp Financial Services held 12,554 shares of Innovator Equity Managed 100 Buffer ETF worth $339K as of Q2 2026.
  • NewCorp Financial Services bought 1,291 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $34.5K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.26% of NewCorp Financial Services's portfolio in Q2 2026, its #37 holding.
  • NewCorp Financial Services first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on NewCorp Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.