VanWeelden Wealth Management LLC Takes $14.01 Million Position in Innovator Equity Managed 100 Buffer ETF $BFRZ

VanWeelden Wealth Management LLC bought a new position in shares of Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 527,955 shares of the company’s stock, valued at approximately $14,012,000. Innovator Equity Managed 100 Buffer ETF comprises 11.5% of VanWeelden Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. VanWeelden Wealth Management LLC owned approximately 19.55% of Innovator Equity Managed 100 Buffer ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of BFRZ. Accurate Wealth Management LLC purchased a new position in shares of Innovator Equity Managed 100 Buffer ETF during the 3rd quarter worth $232,000. Harbour Investments Inc. acquired a new position in Innovator Equity Managed 100 Buffer ETF in the second quarter valued at $363,000. Triad Wealth Partners LLC purchased a new position in Innovator Equity Managed 100 Buffer ETF during the second quarter worth about $680,000. Sovran Advisors LLC lifted its position in Innovator Equity Managed 100 Buffer ETF by 87.1% during the third quarter. Sovran Advisors LLC now owns 37,351 shares of the company’s stock worth $1,003,000 after buying an additional 17,393 shares during the period. Finally, Maia Wealth LLC acquired a new stake in Innovator Equity Managed 100 Buffer ETF in the 2nd quarter worth about $1,637,000.

Innovator Equity Managed 100 Buffer ETF Trading Down 0.1%

Shares of NYSEARCA BFRZ traded down $0.02 on Wednesday, reaching $27.00. 217 shares of the company traded hands, compared to its average volume of 113,539. Innovator Equity Managed 100 Buffer ETF has a fifty-two week low of $24.99 and a fifty-two week high of $27.25. The company has a 50 day moving average of $26.84 and a 200 day moving average of $26.45. The stock has a market capitalization of $101.25 million, a PE ratio of 25.29 and a beta of 0.44.

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.