Vantage Point Financial’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Vantage Point Financial’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	$257K	Buy	+9,741	New	+$261K	0.09%	148

Other funds holding BFRZ

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VanWeelden Wealth Management West Chester Township, Ohio $125M AUM

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ATX Financial Planning Austin, Texas $132M AUM

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Vantage Point Financial's BFRZ Position: Q1 2026 in Review

Vantage Point Financial opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 9,741 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #148 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

Vantage Point Financial held 9,741 shares of Innovator Equity Managed 100 Buffer ETF worth $257K as of Q1 2026.
Innovator Equity Managed 100 Buffer ETF was a new Vantage Point Financial position in Q1 2026.
Innovator Equity Managed 100 Buffer ETF made up 0.09% of Vantage Point Financial's portfolio in Q1 2026, its #148 holding.
52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.