Balance Wealth LLC Takes $3.97 Million Position in Innovator Equity Managed 100 Buffer ETF $BFRZ

Balance Wealth LLC acquired a new stake in shares of Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 150,758 shares of the company’s stock, valued at approximately $3,974,000. Innovator Equity Managed 100 Buffer ETF comprises about 1.2% of Balance Wealth LLC’s investment portfolio, making the stock its 21st largest position. Balance Wealth LLC owned 3.21% of Innovator Equity Managed 100 Buffer ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Farther Finance Advisors LLC grew its stake in shares of Innovator Equity Managed 100 Buffer ETF by 305.4% in the 4th quarter. Farther Finance Advisors LLC now owns 2,392 shares of the company’s stock valued at $64,000 after buying an additional 1,802 shares in the last quarter. BridgePort Financial Solutions LLC bought a new position in shares of Innovator Equity Managed 100 Buffer ETF in the fourth quarter valued at approximately $207,000. Osaic Holdings Inc. bought a new position in shares of Innovator Equity Managed 100 Buffer ETF in the fourth quarter valued at approximately $234,000. Susquehanna International Group LLP acquired a new stake in shares of Innovator Equity Managed 100 Buffer ETF in the third quarter worth $270,000. Finally, Accurate Wealth Management LLC lifted its stake in shares of Innovator Equity Managed 100 Buffer ETF by 17.5% in the fourth quarter. Accurate Wealth Management LLC now owns 10,277 shares of the company’s stock worth $277,000 after buying an additional 1,534 shares during the last quarter.

Innovator Equity Managed 100 Buffer ETF Trading Down 0.2%

NYSEARCA BFRZ opened at $26.67 on Friday. Innovator Equity Managed 100 Buffer ETF has a 1 year low of $25.34 and a 1 year high of $29.48. The company has a fifty day simple moving average of $26.79 and a 200 day simple moving average of $26.78. The company has a market cap of $125.35 million, a P/E ratio of 25.29 and a beta of 0.52.

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.