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

Simplicity 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 Q2	$382K	Buy	+14,126	New	+$377K	0.01%	740

Other funds holding BFRZ

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 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 $376M AUM 19.58% 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

Simplicity Wealth's BFRZ Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026: 14,126 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Simplicity Wealth held 14,126 shares of Innovator Equity Managed 100 Buffer ETF worth $382K as of Q2 2026.
Innovator Equity Managed 100 Buffer ETF was a new Simplicity Wealth position in Q2 2026.
Innovator Equity Managed 100 Buffer ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #740 holding.
52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.