Triad Wealth Partners LLC Has $7.21 Million Stock Holdings in 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 first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 273,585 shares of the company’s stock after buying an additional 115,861 shares during the quarter. Triad Wealth Partners LLC owned about 6.01% of Innovator Equity Managed 100 Buffer ETF worth $7,212,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in BFRZ. Farther Finance Advisors LLC increased its position 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 acquiring an additional 1,802 shares in the last quarter. BridgePort Financial Solutions LLC acquired a new position in shares of Innovator Equity Managed 100 Buffer ETF during the fourth quarter worth approximately $207,000. Osaic Holdings Inc. bought a new stake in shares of Innovator Equity Managed 100 Buffer ETF during the fourth quarter valued at approximately $234,000. Susquehanna International Group LLP bought a new stake in shares of Innovator Equity Managed 100 Buffer ETF during the third quarter valued at approximately $270,000. Finally, Accurate Wealth Management LLC increased its holdings 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 valued at $277,000 after purchasing an additional 1,534 shares in the last quarter.

Innovator Equity Managed 100 Buffer ETF Stock Performance

NYSEARCA:BFRZ opened at $27.06 on Friday. The company has a market cap of $127.18 million, a price-to-earnings ratio of 25.29 and a beta of 0.51. The stock’s fifty day moving average price is $26.75 and its two-hundred day moving average price is $26.78. Innovator Equity Managed 100 Buffer ETF has a 52-week low of $25.34 and a 52-week high of $29.48.

Innovator Equity Managed 100 Buffer ETF 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.