SAW
BFRZ

Signal Advisors Wealth’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Signal Advisors Wealth’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 		$2.52M Buy
95,511
+7,358
+8% +$197K 0.17% 115
2025
Q4 		$2.37M Buy
88,153
+21,108
+31% +$564K 0.19% 109
2025
Q3 		$1.78M Buy
67,045
+23,946
+56% +$620K 0.16% 122
2025
Q2 		$1.09M Buy
+43,099
New +$1.09M 0.09% 202

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 $26.4B AUM 21.05% 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 $322M AUM 14.31% 1-Year Est. Return

Signal Advisors Wealth's BFRZ Position: Q1 2026 in Review

Signal Advisors Wealth increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 8.3% in Q1 2026, buying an estimated $197K and bringing the position to 95,511 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #115.

Signal Advisors Wealth first reported a position in BFRZ in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Signal Advisors Wealth held 95,511 shares of Innovator Equity Managed 100 Buffer ETF worth $2.52M as of Q1 2026.
  • Signal Advisors Wealth bought 7,358 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $197K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.17% of Signal Advisors Wealth's portfolio in Q1 2026, its #115 holding.
  • Signal Advisors Wealth first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.