B. Riley Wealth Advisors’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$224K	Sell	4,449 -200	-4%	-$9.95K	0.01%	992
2024 Q3	$226K	Hold	4,649	–	–	0.01%	1087
2024 Q2	$221K	Sell	4,649 -1,095	-19%	-$50.3K	0.01%	1180
2024 Q1	$240K	Buy	+5,744	New	+$259K	0.01%	1163
2023 Q4	–	Sell	-5,744	Closed	-$240K	–	1470
2023 Q3	$240K	Hold	5,744	–	–	0.01%	1163
2023 Q2	$239K	Buy	5,744 +121	+2%	+$4.83K	0.01%	1250
2023 Q1	$219K	Buy	+5,623	New	+$207K	0.01%	1244

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Innovator Growth-100 Power Buffer ETF April (NAPR) stake by 4.3% in Q4 2024, selling an estimated $9.95K and leaving 4,449 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #992.

B. Riley Wealth Advisors first reported a position in NAPR in Q1 2023 and has held it in 7 quarters since. The position peaked at $240K in Q1 2024. 89 funds tracked by Wall St. Rank hold NAPR as of Q4 2024.

B. Riley Wealth Advisors held 4,449 shares of Innovator Growth-100 Power Buffer ETF April worth $224K as of Q4 2024.
B. Riley Wealth Advisors sold 200 Innovator Growth-100 Power Buffer ETF April shares in Q4 2024, an estimated $9.95K.
Innovator Growth-100 Power Buffer ETF April made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #992 holding.
B. Riley Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF April in Q1 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Innovator Growth-100 Power Buffer ETF April position peaked at $240K in Q1 2024.
89 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q4 2024.

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