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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-34,045	Closed	-$1.28M	–	1289
2025 Q1	$1.28M	Sell	34,045 -3,868	-10%	-$149K	0.04%	423
2024 Q4	$1.46M	Buy	37,913 +20,110	+113%	+$777K	0.05%	347
2024 Q3	$682K	Sell	17,803 -501	-3%	-$18.9K	0.02%	625
2024 Q2	$687K	Buy	18,304 +10,015	+121%	+$369K	0.02%	678
2024 Q1	$268K	Sell	8,289 -2,262	-21%	-$81K	0.01%	1099
2023 Q4	$370K	Buy	10,551 +2,262	+27%	+$75.5K	0.01%	963
2023 Q3	$268K	Hold	8,289	–	–	0.01%	1099
2023 Q2	$276K	Sell	8,289 -50	-0.6%	-$1.6K	0.01%	1167
2023 Q1	$262K	Buy	+8,339	New	+$257K	0.01%	1137

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2025, closing a stake of 34,045 shares — an estimated $1.28M sold.

B. Riley Wealth Advisors first reported a position in PDEC in Q1 2023 and held it in 9 quarters. The position peaked at $1.46M in Q4 2024. 214 funds tracked by Wall St. Rank hold PDEC as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 34,045 Innovator US Equity Power Buffer ETF December shares in Q2 2025, an estimated $1.28M.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $1.46M in Q4 2024.
214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2025.

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