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 Q2	$9.89M	Buy	365,898 +85,309	+30%	+$2.28M	0.39%	72
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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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 22.96% 1-Year Est. Return

Visionary Wealth Advisors's BFRZ Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 30% in Q2 2026, buying an estimated $2.28M and bringing the position to 365,898 shares worth $9.89M. The position accounts for 0.39% of the portfolio, ranked #72.

Visionary Wealth Advisors first reported a position in BFRZ in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Visionary Wealth Advisors held 365,898 shares of Innovator Equity Managed 100 Buffer ETF worth $9.89M as of Q2 2026.
Visionary Wealth Advisors bought 85,309 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $2.28M.
Innovator Equity Managed 100 Buffer ETF made up 0.39% of Visionary Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Visionary Wealth Advisors first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.