VWA
BFRZ

Visionary Wealth Advisors’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Visionary Wealth Advisors’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 		$7.4M Buy
280,589
+142,682
+103% +$3.82M 0.33% 84
2025
Q4 		$3.7M Buy
137,907
+108,746
+373% +$2.91M 0.17% 136
2025
Q3 		$774K Buy
+29,161
New +$755K 0.04% 316

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

Visionary Wealth Advisors's BFRZ Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 103% in Q1 2026, buying an estimated $3.82M and bringing the position to 280,589 shares worth $7.4M. The position accounts for 0.33% of the portfolio, ranked #84.

Visionary Wealth Advisors first reported a position in BFRZ in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Visionary Wealth Advisors held 280,589 shares of Innovator Equity Managed 100 Buffer ETF worth $7.4M as of Q1 2026.
  • Visionary Wealth Advisors bought 142,682 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $3.82M.
  • Innovator Equity Managed 100 Buffer ETF made up 0.33% of Visionary Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.