B. Riley Wealth Advisors’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$674K	Hold	18,352	–	–	0.02%	584
2024 Q3	$658K	Sell	18,352 -366	-2%	-$12.8K	0.02%	643
2024 Q2	$649K	Buy	18,718 +1,087	+6%	+$36.6K	0.02%	693
2024 Q1	$540K	Buy	17,631 +5,649	+47%	+$187K	0.01%	755
2023 Q4	$392K	Sell	11,982 -5,649	-32%	-$177K	0.01%	934
2023 Q3	$540K	Sell	17,631 -300	-2%	-$9.31K	0.01%	755
2023 Q2	$554K	Buy	17,931 +9,324	+108%	+$279K	0.01%	800
2023 Q1	$253K	Hold	8,607	–	–	0.01%	1156
2022 Q4	$242K	Sell	8,607 -25,126	-74%	-$697K	0.01%	1158
2022 Q3	$897K	Buy	33,733 +24,850	+280%	+$693K	0.03%	539
2022 Q2	$240K	Buy	+8,883	New	+$250K	0.01%	966
2020 Q1	–	Sell	-66,120	Closed	-$1.73M	–	865
2019 Q4	$1.73M	Buy	66,120 +6,305	+11%	+$165K	0.15%	159
2019 Q3	$1.56M	Buy	59,815 +11,284	+23%	+$291K	0.15%	155
2019 Q2	$1.25M	Buy	+48,531	New	+$1.23M	0.14%	161

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Innovator US Equity Power Buffer ETF April (PAPR) position steady in Q4 2024 at 18,352 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #584.

B. Riley Wealth Advisors first reported a position in PAPR in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.73M in Q4 2019. 218 funds tracked by Wall St. Rank hold PAPR as of Q4 2024.

B. Riley Wealth Advisors held 18,352 shares of Innovator US Equity Power Buffer ETF April worth $674K as of Q4 2024.
B. Riley Wealth Advisors left its Innovator US Equity Power Buffer ETF April share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF April made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #584 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2019 and has held it in 14 quarters since.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF April position peaked at $1.73M in Q4 2019.
218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2024.

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