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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
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

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Innovator US Equity Buffer ETF July (BJUL) position steady in Q4 2024 at 10,531 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #714.

B. Riley Wealth Advisors first reported a position in BJUL in Q3 2023 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold BJUL as of Q4 2024.

  • B. Riley Wealth Advisors held 10,531 shares of Innovator US Equity Buffer ETF July worth $469K as of Q4 2024.
  • B. Riley Wealth Advisors left its Innovator US Equity Buffer ETF July share count unchanged in Q4 2024.
  • Innovator US Equity Buffer ETF July made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #714 holding.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2024.

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