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
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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q4 2024 at 6,365 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #924.

B. Riley Wealth Advisors first reported a position in PJUL in Q4 2022 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

B. Riley Wealth Advisors held 6,365 shares of Innovator US Equity Power Buffer ETF July worth $262K as of Q4 2024.
B. Riley Wealth Advisors left its Innovator US Equity Power Buffer ETF July share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF July made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #924 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

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