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

B. Riley Wealth Advisors’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,931
Closed -$536K – 1297
2025
Q1 		$536K Buy
12,931
+748
+6% +$31.7K 0.02% 732
2024
Q4 		$515K Hold
12,183
– – 0.02% 685
2024
Q3 		$502K Sell
12,183
-315
-3% -$12.8K 0.01% 743
2024
Q2 		$503K Buy
+12,498
New +$492K 0.01% 814

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2025, closing a stake of 12,931 shares — an estimated $536K sold.

B. Riley Wealth Advisors first reported a position in PJAN in Q2 2024 and held it in 4 quarters. The position peaked at $536K in Q1 2025. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,931 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $536K.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $536K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

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