PF
BFRZ

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
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

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 $31B AUM 28.39% 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 $376M AUM 19.58% 1-Year Est. Return

PlanWiser Financial's BFRZ Position: Q1 2026 in Review

PlanWiser Financial increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 47% in Q1 2026, buying an estimated $433K and bringing the position to 50,268 shares worth $1.33M. The position accounts for 0.96% of the portfolio, ranked #29.

PlanWiser Financial first reported a position in BFRZ in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • PlanWiser Financial held 50,268 shares of Innovator Equity Managed 100 Buffer ETF worth $1.33M as of Q1 2026.
  • PlanWiser Financial bought 16,149 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $433K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.96% of PlanWiser Financial's portfolio in Q1 2026, its #29 holding.
  • PlanWiser Financial first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.