Innovator Equity Managed 100 Buffer ETF
Limited financial coverage for BFRZ.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
BFRZ aims to provide 40 to 50% upside exposure to the S&P 500 Index, with one-third of the volatility and a target of 1 to 3% for annual maximum loss. BFRZ differentiates itself by holding physical equities, allowing potential dividends to pass through to shareholders. The underlying portfolio is systematically managed to pursue the same profile but with less than 70% overlap in holdings with the S&P 500 Index.
- CEO
- Hermann Lübbert
- IPO
- 2025
- Employees
- 131
- HQ
- Wheaton, IL, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $43.10M
- Div Yield
- 0.24%
- 52W High
- $29.68
- 52W Low
- $23.63
- 50D MA
- $27.10
- 200D MA
- $26.88
- Beta
- 0.21
- RSI (14)
- 64
- Avg Volume
- 55.10K
No earnings-call transcripts are available for BFRZ yet.
- Free Float
- 0.0%
- Shares Outstanding
- 1.57M
- Float Shares
- 0
of shares held by institutions
52 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Cwm, LLC | 446.58K | ▲ 339.31K |
| Visionary Wealth Advisors | 365.90K | ▲ 85.31K |
| Triad Wealth Partners, LLC | 346.43K | ▲ 72.84K |
| Brinker Capital Investments, LLC | 253.35K | ▲ 59.19K |
| Sigma Planning Corp | 175.76K | ▲ 1.94K |
| Brookstone Capital Management | 173.19K | ▲ 37.32K |
| Kestra Advisory Services, LLC | 172.17K | ▼ 20.17K |
| Cambridge Investment Research Advisors, Inc. | 155.05K | ▲ 44.09K |
| Balance Wealth, LLC | 152.47K | ▲ 1.71K |
| Atx Financial Planning, LLC | 95.75K | ▼ 96.66K |
| Signal Advisors Wealth, LLC | 94.55K | ▼ 963 |
| Envestnet Asset Management Inc | 94.13K | ▼ 355.37K |
Our BFRZ coverage
Recent articles, reports, and earnings notes.
No research on BFRZ yet
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Generate BFRZ report →355,373 Innovator Equity Managed 100 Buffer ETF $BFRZ Shares Sold by Envestnet Asset Management Inc.
defenseworld.net · Oct 6
Cwm LLC Takes $2.88 Million Position in Innovator Equity Managed 100 Buffer ETF $BFRZ
defenseworld.net · Apr 24
Short Interest in Innovator Equity Managed 100 Buffer ETF (NYSEARCA:BFRZ) Grows By 439.0%
defenseworld.net · Jan 28
BFRZ: Buy This ETF Instead Of An Annuity
seekingalpha.com · Jun 27
A Roundup of the Most Innovative ETFs Launched in May
etftrends.com · Jun 6
New Innovator Laddered ETF Offers 100% Downside Protection
etftrends.com · May 13
Innovator Launches Equity Managed 100 Buffer ETF™ (Ticker: BFRZ) – A New Approach to 100% Downside Protection*
globenewswire.com · May 13
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.