Wealth Enhancement Advisory Services
BFRZ

Wealth Enhancement Advisory Services’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Wealth Enhancement Advisory Services’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
-22,315
Closed -$589K – 4261
2026
Q1 		$589K Buy
+22,315
New +$598K ﹤0.01% 2184

Other funds holding BFRZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's BFRZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q2 2026, closing a stake of 22,315 shares — an estimated $589K sold.

Wealth Enhancement Advisory Services first reported a position in BFRZ in Q1 2026 and held it in 1 quarter. The position peaked at $589K in Q1 2026. 7 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Innovator Equity Managed 100 Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,315 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $589K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Innovator Equity Managed 100 Buffer ETF position peaked at $589K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.