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 Q3	$7.55M	Sell	278,733 -67,693	-20%	-$1.83M	0.42%	42
2026 Q2	$9.38M	Buy	346,426 +72,841	+27%	+$1.95M	0.55%	33
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

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Triad Wealth Partners's BFRZ Position: Q3 2026 in Review

Triad Wealth Partners reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 20% in Q3 2026, selling an estimated $1.83M and leaving 278,733 shares worth $7.55M. The position accounts for 0.42% of the portfolio, ranked #42.

Triad Wealth Partners first reported a position in BFRZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.38M in Q2 2026. 38 funds tracked by Wall St. Rank hold BFRZ as of Q3 2026.

Triad Wealth Partners held 278,733 shares of Innovator Equity Managed 100 Buffer ETF worth $7.55M as of Q3 2026.
Triad Wealth Partners sold 67,693 Innovator Equity Managed 100 Buffer ETF shares in Q3 2026, an estimated $1.83M.
Innovator Equity Managed 100 Buffer ETF made up 0.42% of Triad Wealth Partners's portfolio in Q3 2026, its #42 holding.
Triad Wealth Partners first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 6 quarters since.
Triad Wealth Partners's Innovator Equity Managed 100 Buffer ETF position peaked at $9.38M in Q2 2026.
38 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.