Kestra Advisory Services LLC Acquires 145,068 Shares of Innovator Equity Managed 100 Buffer ETF $BFRZ

Kestra Advisory Services LLC raised its stake in shares of Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) by 306.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 192,340 shares of the company’s stock after buying an additional 145,068 shares during the period. Kestra Advisory Services LLC’s holdings in Innovator Equity Managed 100 Buffer ETF were worth $5,070,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in BFRZ. Accurate Wealth Management LLC increased its holdings in shares of Innovator Equity Managed 100 Buffer ETF by 17.5% during the 4th quarter. Accurate Wealth Management LLC now owns 10,277 shares of the company’s stock valued at $277,000 after acquiring an additional 1,534 shares during the last quarter. Farther Finance Advisors LLC raised 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 acquiring an additional 1,802 shares in the last quarter. OLD Mission Capital LLC lifted its holdings in Innovator Equity Managed 100 Buffer ETF by 32.4% in the 4th quarter. OLD Mission Capital LLC now owns 11,012 shares of the company’s stock worth $296,000 after purchasing an additional 2,697 shares during the last quarter. Sound Income Strategies LLC acquired a new stake in Innovator Equity Managed 100 Buffer ETF in the 1st quarter worth approximately $115,000. Finally, Brookstone Capital Management boosted its position in Innovator Equity Managed 100 Buffer ETF by 4.2% during the first quarter. Brookstone Capital Management now owns 135,875 shares of the company’s stock worth $3,582,000 after purchasing an additional 5,417 shares during the period.

Innovator Equity Managed 100 Buffer ETF Stock Up 0.3%

Shares of BFRZ stock opened at $27.22 on Thursday. Innovator Equity Managed 100 Buffer ETF has a 12 month low of $25.22 and a 12 month high of $29.48. The company has a market cap of $137.46 million, a PE ratio of 25.29 and a beta of 0.21. The business’s 50 day moving average is $26.98 and its two-hundred day moving average is $26.80.

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.