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
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

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

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. 51 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.
  • 51 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.