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 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

VWA

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

BCI

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

SPC

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

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

AFP

ATX Financial Planning Austin, Texas $151M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Triad Wealth Partners's BFRZ Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 27% in Q2 2026, buying an estimated $1.95M and bringing the position to 346,426 shares worth $9.38M. The position accounts for 0.55% of the portfolio, ranked #33.

Triad Wealth Partners first reported a position in BFRZ in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Triad Wealth Partners held 346,426 shares of Innovator Equity Managed 100 Buffer ETF worth $9.38M as of Q2 2026.
Triad Wealth Partners bought 72,841 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $1.95M.
Innovator Equity Managed 100 Buffer ETF made up 0.55% of Triad Wealth Partners's portfolio in Q2 2026, its #33 holding.
Triad Wealth Partners first reported a position in Innovator Equity Managed 100 Buffer ETF in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.