B. Riley Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

B. Riley Wealth Advisors’s Portfolio BJUL Stock Details BJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,531	Closed	-$455K	–	1076
2025 Q1	$455K	Hold	10,531	–	–	0.01%	802
2024 Q4	$469K	Hold	10,531	–	–	0.02%	714
2024 Q3	$459K	Buy	10,531 +2,981	+39%	+$126K	0.01%	774
2024 Q2	$315K	Hold	7,550	–	–	0.01%	1010
2024 Q1	$260K	Hold	7,550	–	–	0.01%	1121
2023 Q4	$284K	Hold	7,550	–	–	0.01%	1080
2023 Q3	$260K	Buy	+7,550	New	+$267K	0.01%	1121

Other funds holding BJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q2 2025, closing a stake of 10,531 shares — an estimated $455K sold.

B. Riley Wealth Advisors first reported a position in BJUL in Q3 2023 and held it in 7 quarters. The position peaked at $469K in Q4 2024. 102 funds tracked by Wall St. Rank hold BJUL as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,531 Innovator US Equity Buffer ETF July shares in Q2 2025, an estimated $455K.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Innovator US Equity Buffer ETF July position peaked at $469K in Q4 2024.
102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2025.

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