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B. Riley Wealth Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

B. Riley Wealth Advisors’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,925
Closed -$207K – 1398
2024
Q1 		$207K Buy
+5,925
New +$232K 0.01% 1259
2023
Q4 		– Sell
-5,925
Closed -$207K – 1397
2023
Q3 		$207K Hold
5,925
– – 0.01% 1259
2023
Q2 		$212K Buy
+5,925
New +$203K ﹤0.01% 1327

Other funds holding BAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

B. Riley Wealth Advisors's BAPR Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q2 2024, closing a stake of 5,925 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in BAPR in Q2 2023 and held it in 3 quarters. The position peaked at $212K in Q2 2023. 104 funds tracked by Wall St. Rank hold BAPR as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,925 Innovator US Equity Buffer ETF April shares in Q2 2024, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Innovator US Equity Buffer ETF April position peaked at $212K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.