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
2025 Q2	–	Sell	-6,524	Closed	-$261K	–	1299
2025 Q1	$261K	Sell	6,524 -4,897	-43%	-$198K	0.01%	1041
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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

B. Riley Wealth Advisors's PMAR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2025, closing a stake of 6,524 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in PMAR in Q1 2023 and held it in 9 quarters. The position peaked at $459K in Q4 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,524 Innovator US Equity Power Buffer ETF March shares in Q2 2025, an estimated $261K.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $459K in Q4 2024.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.