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B. Riley Wealth Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

B. Riley Wealth Advisors’s Portfolio BFEB Stock Details BFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$401K Hold
9,305
– – 0.01% 768
2024
Q3 		$390K Hold
9,305
– – 0.01% 843
2024
Q2 		$378K Buy
+9,305
New +$368K 0.01% 932

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Commonwealth Equity Services
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

B. Riley Wealth Advisors's BFEB Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q4 2024 at 9,305 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #768.

B. Riley Wealth Advisors first reported a position in BFEB in Q2 2024 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BFEB as of Q4 2024.

  • B. Riley Wealth Advisors held 9,305 shares of Innovator US Equity Buffer ETF February worth $401K as of Q4 2024.
  • B. Riley Wealth Advisors left its Innovator US Equity Buffer ETF February share count unchanged in Q4 2024.
  • Innovator US Equity Buffer ETF February made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #768 holding.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Buffer ETF February in Q2 2024 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.