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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
2025
Q2 		– Sell
-9,305
Closed -$386K – 1071
2025
Q1 		$386K Hold
9,305
– – 0.01% 856
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

Other funds holding BFEB

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's BFEB Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Buffer ETF February (BFEB) in Q2 2025, closing a stake of 9,305 shares — an estimated $386K sold.

B. Riley Wealth Advisors first reported a position in BFEB in Q2 2024 and held it in 4 quarters. The position peaked at $401K in Q4 2024. 92 funds tracked by Wall St. Rank hold BFEB as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Innovator US Equity Buffer ETF February position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,305 Innovator US Equity Buffer ETF February shares in Q2 2025, an estimated $386K.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Buffer ETF February in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Innovator US Equity Buffer ETF February position peaked at $401K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.