Back to AE Wealth Management LLC AE Wealth Management LLC

BFRZBFRZ
2 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR EQUITY MANAGED 100 BUFFER ETF

AE Wealth Management LLC holds 7,011 shares of BFRZ (INNOVATOR EQUITY MANAGED 100 BUFFER ETF), worth $189,507 as of 2026-Q2. The position was increased (+4.6% shares). BFRZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$189,507

Current Shares

7,011

Total Value Change

+$12,790

Total Shares Change

+307

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,011
+4.6%
$189,5070.0%$27.03
24
2026-Q1
New
6,704
-
$176,7170.0%$26.77
31

Other major holders of BFRZ: ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used