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

PlanWiser Financial’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	$1.42M	Buy	52,368 +2,100	+4%	+$56.1K	0.98%	32
2026 Q1	$1.33M	Buy	50,268 +16,149	+47%	+$433K	0.96%	29
2025 Q4	$915K	Sell	34,119 -13,538	-28%	-$362K	0.68%	32
2025 Q3	$1.29M	Buy	+47,657	New	+$1.23M	1.02%	29

Other funds holding BFRZ

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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 $417M AUM 14.07% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

PlanWiser Financial's BFRZ Position: Q2 2026 in Review

PlanWiser Financial increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 4.2% in Q2 2026, buying an estimated $56.1K and bringing the position to 52,368 shares worth $1.42M. The position accounts for 0.98% of the portfolio, ranked #32.

PlanWiser Financial first reported a position in BFRZ in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

PlanWiser Financial held 52,368 shares of Innovator Equity Managed 100 Buffer ETF worth $1.42M as of Q2 2026.
PlanWiser Financial bought 2,100 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $56.1K.
Innovator Equity Managed 100 Buffer ETF made up 0.98% of PlanWiser Financial's portfolio in Q2 2026, its #32 holding.
PlanWiser Financial first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.