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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,917	Closed	-$238K	–	1298
2025 Q1	$238K	Sell	5,917 -448	-7%	-$18.5K	0.01%	1082
2024 Q4	$262K	Hold	6,365	–	–	0.01%	924
2024 Q3	$256K	Buy	+6,365	New	+$251K	0.01%	1029
2024 Q2	–	Sell	-6,698	Closed	-$226K	–	1552
2024 Q1	$226K	Buy	+6,698	New	+$248K	0.01%	1199
2023 Q4	–	Sell	-6,698	Closed	-$226K	–	1486
2023 Q3	$226K	Hold	6,698	–	–	0.01%	1199
2023 Q2	$229K	Hold	6,698	–	–	0.01%	1279
2023 Q1	$212K	Hold	6,698	–	–	0.01%	1266
2022 Q4	$202K	Buy	+6,698	New	+$201K	0.01%	1262

Other funds holding PJUL

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2025, closing a stake of 5,917 shares — an estimated $238K sold.

B. Riley Wealth Advisors first reported a position in PJUL in Q4 2022 and held it in 8 quarters. The position peaked at $262K in Q4 2024. 236 funds tracked by Wall St. Rank hold PJUL as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,917 Innovator US Equity Power Buffer ETF July shares in Q2 2025, an estimated $238K.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF July position peaked at $262K in Q4 2024.
236 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2025.

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