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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,500	Closed	-$314K	–	1064
2025 Q4	$314K	Hold	7,500	–	–	0.01%	697
2025 Q3	$309K	Hold	7,500	–	–	0.01%	721
2025 Q2	$298K	Sell	7,500 -8,876	-54%	-$335K	0.01%	721
2025 Q1	$606K	Sell	16,376 -4,454	-21%	-$168K	0.02%	687
2024 Q4	$782K	Hold	20,830	–	–	0.03%	535
2024 Q3	$767K	Hold	20,830	–	–	0.02%	577
2024 Q2	$742K	Buy	20,830 +2,973	+17%	+$104K	0.02%	649
2024 Q1	$559K	Buy	17,857 +2,300	+15%	+$78.2K	0.02%	739
2023 Q4	$519K	Sell	15,557 -2,300	-13%	-$73.9K	0.01%	791
2023 Q3	$559K	Hold	17,857	–	–	0.02%	739
2023 Q2	$566K	Buy	17,857 +9,586	+116%	+$296K	0.01%	794
2023 Q1	$255K	Buy	+8,271	New	+$252K	0.01%	1152
2022 Q4	–	Sell	-9,085	Closed	-$258K	–	1569
2022 Q3	$258K	Sell	9,085 -2,365	-21%	-$70.8K	0.01%	1096
2022 Q2	$333K	Buy	+11,450	New	+$351K	0.01%	830

Other funds holding PJUN

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's PJUN Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2026, closing a stake of 7,500 shares — an estimated $314K sold.

B. Riley Wealth Advisors first reported a position in PJUN in Q2 2022 and held it in 14 quarters. The position peaked at $782K in Q4 2024. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,500 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $314K.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and held it in 14 quarters.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $782K in Q4 2024.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.