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 Q3	$330K	Buy	+7,500	New	+$328K	0.01%	711
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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

B. Riley Wealth Advisors's PJUN Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2026: 7,500 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in PJUN as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in PJUN in Q2 2022 and has held it in 15 quarters since. The position peaked at $782K in Q4 2024. 23 funds tracked by Wall St. Rank hold PJUN as of Q3 2026.

B. Riley Wealth Advisors held 7,500 shares of Innovator US Equity Power Buffer ETF June worth $330K as of Q3 2026.
Innovator US Equity Power Buffer ETF June was a new B. Riley Wealth Advisors position in Q3 2026.
Innovator US Equity Power Buffer ETF June made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #711 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and has held it in 15 quarters since.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $782K in Q4 2024.
23 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.