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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$459K	Hold	11,421	–	–	0.02%	728
2024 Q3	$447K	Sell	11,421 -18	-0.2%	-$691	0.01%	780
2024 Q2	$434K	Buy	11,439 +2,552	+29%	+$94.4K	0.01%	879
2024 Q1	$298K	Buy	8,887 +1,945	+28%	+$70.3K	0.01%	1042
2023 Q4	$247K	Sell	6,942 -1,945	-22%	-$66.9K	0.01%	1141
2023 Q3	$298K	Sell	8,887 -200	-2%	-$6.78K	0.01%	1042
2023 Q2	$307K	Sell	9,087 -155	-2%	-$5.07K	0.01%	1107
2023 Q1	$297K	Buy	+9,242	New	+$290K	0.01%	1073

Other funds holding PMAR

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q4 2024 at 11,421 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #728.

B. Riley Wealth Advisors first reported a position in PMAR in Q1 2023 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

B. Riley Wealth Advisors held 11,421 shares of Innovator US Equity Power Buffer ETF March worth $459K as of Q4 2024.
B. Riley Wealth Advisors left its Innovator US Equity Power Buffer ETF March share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF March made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #728 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

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