BRWA
NDEC

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

B. Riley Wealth Advisors’s Portfolio NDEC Stock Details NDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,250
Closed -$242K – 1404
2025
Q1 		$242K Hold
10,250
– – 0.01% 1073
2024
Q4 		$250K Buy
+10,250
New +$252K 0.01% 945

Other funds holding NDEC

ES
Element Squared Minneapolis, Minnesota $201M AUM 27.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF - December (NDEC) in Q2 2025, closing a stake of 10,250 shares — an estimated $242K sold.

B. Riley Wealth Advisors first reported a position in NDEC in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 32 funds tracked by Wall St. Rank hold NDEC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF - December position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,250 Innovator Growth-100 Power Buffer ETF - December shares in Q2 2025, an estimated $242K.
  • B. Riley Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF - December in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Innovator Growth-100 Power Buffer ETF - December position peaked at $250K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - December as of Q2 2025.

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