Kestra Advisory Services LLC Has $5.07 Million Position in Innovator Equity Managed 100 Buffer ETF $BFRZ

Kestra Advisory Services LLC lifted its holdings in Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) by 306.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 192,340 shares of the company’s stock after buying an additional 145,068 shares during the period. Kestra Advisory Services LLC owned about 4.09% of Innovator Equity Managed 100 Buffer ETF worth $5,070,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of BFRZ. Accurate Wealth Management LLC grew its stake in 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 in the last quarter. Farther Finance Advisors LLC grew its stake in Innovator Equity Managed 100 Buffer ETF by 305.4% in the fourth 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 in the last quarter. OLD Mission Capital LLC grew its stake in Innovator Equity Managed 100 Buffer ETF by 32.4% in the fourth quarter. OLD Mission Capital LLC now owns 11,012 shares of the company’s stock valued at $296,000 after purchasing an additional 2,697 shares in the last quarter. Sound Income Strategies LLC purchased a new position in Innovator Equity Managed 100 Buffer ETF in the first quarter valued at about $115,000. Finally, Brookstone Capital Management increased its position in Innovator Equity Managed 100 Buffer ETF by 4.2% in the 1st 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 last quarter.

Innovator Equity Managed 100 Buffer ETF Price Performance

BFRZ opened at $27.22 on Thursday. The company has a market capitalization of $137.46 million, a PE ratio of 25.29 and a beta of 0.21. Innovator Equity Managed 100 Buffer ETF has a fifty-two week low of $25.22 and a fifty-two week high of $29.48. The business has a 50-day moving average of $26.98 and a 200-day moving average of $26.80.

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.