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

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

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. 52 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.
52 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.