SWM
BFRZ

SeaCrest Wealth Management’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-13,250
Closed -$349K – 680
2026
Q1 		$349K Hold
13,250
– – 0.04% 431
2025
Q4 		$357K Buy
+13,250
New +$354K 0.04% 416

Other funds holding BFRZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SeaCrest Wealth Management's BFRZ Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026, closing a stake of 13,250 shares — an estimated $349K sold.

SeaCrest Wealth Management first reported a position in BFRZ in Q4 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 7 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Innovator Equity Managed 100 Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,250 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $349K.
  • SeaCrest Wealth Management first reported a position in Innovator Equity Managed 100 Buffer ETF in Q4 2025 and held it in 2 quarters.
  • SeaCrest Wealth Management's Innovator Equity Managed 100 Buffer ETF position peaked at $357K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.