AE Wealth Management Boosts Holdings in Innovator Growth-100 ETF Shares

In a significant move within the financial landscape, AE Wealth Management LLC has recently acquired a notable new stake in shares of the Innovator Growth-100 Power Buffer ETF – February (BATS:NFEB), signaling a growing institutional interest in structured investment products. This acquisition highlights a strategic allocation by the wealth management firm into a fund designed for specific market exposure and risk management.

Holdings Channel.com reports that AE Wealth Management LLC initiated its position in the first quarter, purchasing a substantial 6,844 shares of the NFEB stock. This initial investment, valued at approximately $162,000, underscores the firm’s confidence in the potential returns and buffered protection offered by this particular exchange-traded fund.

AE Wealth Management is not alone in recognizing the value of the Innovator Growth-100 Power Buffer ETF. Other prominent institutional investors have also recently added NFEB to their portfolios. Cambridge Investment Research Advisors Inc., for instance, established a new stake during the first quarter, with their investment valued at approximately $208,000, further diversifying their ETF investment strategies.

The trend of increasing institutional investors in NFEB continues with Wood Tarver Financial Group LLC, which also bought a new stake in the first quarter, valued at about $58,000. Additionally, Alterna Wealth Management Inc. made a significant entry, acquiring shares valued at around $245,000, demonstrating a broad spectrum of financial entities engaging with this innovative product.

Global investment powerhouses have also joined the fray. Mirae Asset Global Investments Co. Ltd. secured a substantial new stake in the Innovator Growth-100 Power Buffer ETF, with an impressive valuation of approximately $4,306,000. Concluding this wave of acquisitions, IFP Advisors Inc also purchased a new stake in the first quarter, valued at about $322,000, solidifying NFEB’s appeal among diverse wealth management firms.

The Innovator Growth-100 Power Buffer ETF – February (NFEB) itself is a compelling instrument within financial markets, primarily investing in large-cap equity. This actively-managed fund distinguishes itself by aiming for specific buffered losses and capped gains on the NASDAQ 100 index over a defined holdings period, offering a unique blend of protection and growth potential.

Launched on February 3, 2025, and issued by Innovator, NFEB’s structure involves holding a combination of options and collateral. This design is crucial for achieving its stated objectives, providing investors with a degree of downside protection while still participating in the upside of the underlying index, making it a distinct buffered ETF in the market.

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