ATX Financial Planning LLC Takes Position in Innovator Equity Managed 100 Buffer ETF $BFRZ

ATX Financial Planning LLC acquired a new stake in shares of Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) during the fourth quarter, HoldingsChannel reports. The firm acquired 176,781 shares of the company’s stock, valued at approximately $4,744,000. Innovator Equity Managed 100 Buffer ETF accounts for approximately 3.7% of ATX Financial Planning LLC’s portfolio, making the stock its 7th largest holding.

Other institutional investors have also bought and sold shares of the company. Accurate Wealth Management LLC grew its position in Innovator Equity Managed 100 Buffer ETF by 17.5% in the 4th quarter. Accurate Wealth Management LLC now owns 10,277 shares of the company’s stock valued at $277,000 after buying an additional 1,534 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Innovator Equity Managed 100 Buffer ETF by 305.4% in the fourth quarter. Farther Finance Advisors LLC now owns 2,392 shares of the company’s stock valued at $64,000 after acquiring an additional 1,802 shares in the last quarter. OLD Mission Capital LLC increased its stake in shares of Innovator Equity Managed 100 Buffer ETF by 32.4% during the fourth quarter. OLD Mission Capital LLC now owns 11,012 shares of the company’s stock valued at $296,000 after acquiring an additional 2,697 shares during the period. Maia Wealth LLC increased its stake in shares of Innovator Equity Managed 100 Buffer ETF by 7.7% during the fourth quarter. Maia Wealth LLC now owns 84,153 shares of the company’s stock valued at $2,257,000 after acquiring an additional 5,983 shares during the period. Finally, BridgePort Financial Solutions LLC bought a new stake in Innovator Equity Managed 100 Buffer ETF during the fourth quarter worth approximately $207,000.

Innovator Equity Managed 100 Buffer ETF Price Performance

Shares of NYSEARCA:BFRZ opened at $27.06 on Friday. The stock has a market cap of $127.18 million, a price-to-earnings ratio of 25.29 and a beta of 0.51. Innovator Equity Managed 100 Buffer ETF has a 12 month low of $25.34 and a 12 month high of $29.48. The stock’s 50 day moving average price is $26.74 and its 200 day moving average price is $26.78.

Innovator Equity Managed 100 Buffer ETF Company Profile

The Innovator Equity Managed 100 Buffer ETF (BFRZ) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed to provide limited upside potential while seeking to limit losses to 3 percent, as measured at the end of one-year periods. The fund holds US large-cap stocks and exchange-traded options contracts. BFRZ was launched on May 12, 2025 and is issued by Innovator.