B. Riley Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $469K | Hold |
10,531
| – | – | 0.02% | 714 |
|
|
2024
Q3 | $459K | Buy |
10,531
+2,981
| +39% | +$130K | 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 | +$260K | 0.01% | 1121 |
|