VWM
BFRZ

VanWeelden Wealth Management’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

VanWeelden Wealth Management’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 		$10.1M Sell
381,918
-157,264
-29% -$4.22M 8.03% 1
2025
Q4 		$14.5M Buy
539,182
+11,227
+2% +$300K 11.37% 2
2025
Q3 		$14M Buy
+527,955
New +$13.7M 11.53% 4

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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 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 $3.6B AUM 24.57% 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

VanWeelden Wealth Management's BFRZ Position: Q1 2026 in Review

VanWeelden Wealth Management reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 29% in Q1 2026, selling an estimated $4.22M and leaving 381,918 shares worth $10.1M. The position accounts for 8.03% of the portfolio, ranked #1.

VanWeelden Wealth Management first reported a position in BFRZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.5M in Q4 2025. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • VanWeelden Wealth Management held 381,918 shares of Innovator Equity Managed 100 Buffer ETF worth $10.1M as of Q1 2026.
  • VanWeelden Wealth Management sold 157,264 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $4.22M.
  • Innovator Equity Managed 100 Buffer ETF made up 8.03% of VanWeelden Wealth Management's portfolio in Q1 2026, its #1 holding.
  • VanWeelden Wealth Management first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • VanWeelden Wealth Management's Innovator Equity Managed 100 Buffer ETF position peaked at $14.5M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.