WIA
BFRZ

World Investment Advisors’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

World Investment 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 		$383K Sell
14,515
-10,010
-41% -$267K 0.01% 1091
2026
Q1 		$646K Buy
+24,525
New +$657K 0.01% 875

Other funds holding BFRZ

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BW
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

World Investment Advisors's BFRZ Position: Q2 2026 in Review

World Investment Advisors reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 41% in Q2 2026, selling an estimated $267K and leaving 14,515 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #1091.

World Investment Advisors first reported a position in BFRZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $646K in Q1 2026. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • World Investment Advisors held 14,515 shares of Innovator Equity Managed 100 Buffer ETF worth $383K as of Q2 2026.
  • World Investment Advisors sold 10,010 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $267K.
  • Innovator Equity Managed 100 Buffer ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1091 holding.
  • World Investment Advisors first reported a position in Innovator Equity Managed 100 Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Innovator Equity Managed 100 Buffer ETF position peaked at $646K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.