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

Balance Wealth LLC acquired a new position in Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) during the 1st quarter, HoldingsChannel.com reports. The institutional investor 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 holdings, making the stock its 21st largest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. Farther Finance Advisors LLC boosted its holdings in 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 purchasing an additional 1,802 shares during the period. BridgePort Financial Solutions LLC bought a new position in shares of Innovator Equity Managed 100 Buffer ETF during the 4th quarter worth about $207,000. Osaic Holdings Inc. bought a new position in shares of Innovator Equity Managed 100 Buffer ETF during the 4th quarter worth about $234,000. Susquehanna International Group LLP acquired a new position in shares of Innovator Equity Managed 100 Buffer ETF during the third quarter valued at about $270,000. Finally, Accurate Wealth Management LLC raised its position in shares of Innovator Equity Managed 100 Buffer ETF by 17.5% during the fourth 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 during the last quarter.

Innovator Equity Managed 100 Buffer ETF Stock Performance

NYSEARCA BFRZ opened at $26.67 on Friday. Innovator Equity Managed 100 Buffer ETF has a twelve month low of $25.34 and a twelve month high of $29.48. The stock has a market cap of $125.35 million, a PE ratio of 25.29 and a beta of 0.52. The firm has a 50-day simple moving average of $26.79 and a 200 day simple moving average of $26.78.

About Innovator Equity Managed 100 Buffer ETF

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.