Envestnet Asset Management Inc. Takes $14.03 Million Position in Innovator Equity Managed 100 Buffer ETF $BFRZ

Envestnet Asset Management Inc. purchased a new position in Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 528,562 shares of the company’s stock, valued at approximately $14,028,000. Envestnet Asset Management Inc. owned about 19.58% of Innovator Equity Managed 100 Buffer ETF as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Accurate Wealth Management LLC acquired a new position in Innovator Equity Managed 100 Buffer ETF in the third quarter valued at about $232,000. Wealthgarden F.S. LLC raised its position in shares of Innovator Equity Managed 100 Buffer ETF by 32.6% in the 3rd quarter. Wealthgarden F.S. LLC now owns 10,669 shares of the company’s stock valued at $284,000 after acquiring an additional 2,621 shares during the period. Harbour Investments Inc. acquired a new stake in shares of Innovator Equity Managed 100 Buffer ETF in the 2nd quarter valued at approximately $363,000. Sovran Advisors LLC boosted its stake in Innovator Equity Managed 100 Buffer ETF by 87.1% during the 3rd quarter. Sovran Advisors LLC now owns 37,351 shares of the company’s stock worth $1,003,000 after acquiring an additional 17,393 shares during the last quarter. Finally, Maia Wealth LLC acquired a new position in Innovator Equity Managed 100 Buffer ETF during the second quarter valued at approximately $1,637,000.

Innovator Equity Managed 100 Buffer ETF Stock Performance

BFRZ opened at $26.82 on Tuesday. The firm’s fifty day moving average is $26.90 and its two-hundred day moving average is $26.57. The firm has a market cap of $105.94 million, a PE ratio of 25.29 and a beta of 0.44. Innovator Equity Managed 100 Buffer ETF has a twelve month low of $24.99 and a twelve month high of $27.25.

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.