B. Riley Wealth Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $298K | Buy |
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|
2024
Q4 | $782K | Hold |
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|
2024
Q3 | $767K | Hold |
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|
2024
Q2 | $742K | Buy |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $333K | Buy |
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