Triad Wealth Partners LLC Acquires 115,861 Shares of Innovator Equity Managed 100 Buffer ETF $BFRZ

Triad Wealth Partners LLC lifted its holdings in Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) by 73.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 273,585 shares of the company’s stock after buying an additional 115,861 shares during the quarter. Triad Wealth Partners LLC owned approximately 0.06% of Innovator Equity Managed 100 Buffer ETF worth $7,212,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. ATX Financial Planning LLC bought a new position in Innovator Equity Managed 100 Buffer ETF in the fourth quarter valued at approximately $4,744,000. OLD Mission Capital LLC increased its position 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 worth $296,000 after acquiring an additional 2,697 shares in the last quarter. Maia Wealth LLC increased its position 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 worth $2,257,000 after acquiring an additional 5,983 shares in the last quarter. Cetera Investment Advisers boosted its stake in Innovator Equity Managed 100 Buffer ETF by 174.2% in the 4th quarter. Cetera Investment Advisers now owns 31,814 shares of the company’s stock worth $854,000 after purchasing an additional 20,213 shares during the period. Finally, Osaic Holdings Inc. acquired a new position in Innovator Equity Managed 100 Buffer ETF in the 4th quarter worth $234,000.

Innovator Equity Managed 100 Buffer ETF Stock Performance

BFRZ stock opened at $27.06 on Friday. The stock has a 50-day moving average price of $26.75 and a two-hundred day moving average price of $26.78. Innovator Equity Managed 100 Buffer ETF has a 1 year low of $25.34 and a 1 year high of $29.48. The stock has a market cap of $127.18 million, a PE ratio of 25.29 and a beta of 0.51.

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.