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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$777K	Hold	21,122	–	–	0.03%	538
2024 Q3	$761K	Sell	21,122 -28	-0.1%	-$993	0.02%	581
2024 Q2	$743K	Buy	21,150 +5,901	+39%	+$203K	0.02%	648
2024 Q1	$464K	Buy	15,249 +5,850	+62%	+$195K	0.01%	829
2023 Q4	$307K	Sell	9,399 -5,850	-38%	-$183K	0.01%	1049
2023 Q3	$464K	Sell	15,249 -500	-3%	-$15.5K	0.01%	829
2023 Q2	$485K	Hold	15,749	–	–	0.01%	869
2023 Q1	$460K	Buy	+15,749	New	+$454K	0.01%	843

Other funds holding PFEB

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

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

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

KAS

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Innovator US Equity Power Buffer ETF February (PFEB) position steady in Q4 2024 at 21,122 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #538.

B. Riley Wealth Advisors first reported a position in PFEB in Q1 2023 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold PFEB as of Q4 2024.

B. Riley Wealth Advisors held 21,122 shares of Innovator US Equity Power Buffer ETF February worth $777K as of Q4 2024.
B. Riley Wealth Advisors left its Innovator US Equity Power Buffer ETF February share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF February made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #538 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q4 2024.

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