TWP
BFRZ

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

Triad Wealth Partners’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 		$7.21M Buy
273,585
+115,861
+73% +$3.11M 0.57% 36
2025
Q4 		$4.23M Buy
157,724
+52,242
+50% +$1.4M 0.4% 59
2025
Q3 		$2.8M Buy
105,482
+78,690
+294% +$2.04M 0.36% 57
2025
Q2 		$680K Buy
+26,792
New +$677K 0.14% 114

Other funds holding BFRZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 $31B AUM 28.39% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Triad Wealth Partners's BFRZ Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 73% in Q1 2026, buying an estimated $3.11M and bringing the position to 273,585 shares worth $7.21M. The position accounts for 0.57% of the portfolio, ranked #36.

Triad Wealth Partners 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.

  • Triad Wealth Partners held 273,585 shares of Innovator Equity Managed 100 Buffer ETF worth $7.21M as of Q1 2026.
  • Triad Wealth Partners bought 115,861 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $3.11M.
  • Innovator Equity Managed 100 Buffer ETF made up 0.57% of Triad Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Triad Wealth Partners 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.