UBS Group
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UBS Group’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

UBS Group’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 		– Sell
-1,389
Closed -$36.6K – 11427
2026
Q1 		$36.6K Buy
+1,389
New +$37.2K ﹤0.01% 7566

Other funds holding BFRZ

Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

UBS Group's BFRZ Position: Q2 2026 in Review

UBS Group sold out of Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026, closing a stake of 1,389 shares — an estimated $36.6K sold.

UBS Group first reported a position in BFRZ in Q1 2026 and held it in 1 quarter. The position peaked at $36.6K in Q1 2026. 52 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • UBS Group reported no remaining Innovator Equity Managed 100 Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,389 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $36.6K.
  • UBS Group first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Innovator Equity Managed 100 Buffer ETF position peaked at $36.6K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.