BRWA
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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return