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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$355K	Hold	9,878	–	–	0.01%	807
2024 Q3	$347K	Hold	9,878	–	–	0.01%	885
2024 Q2	$337K	Buy	9,878 +497	+5%	+$16.5K	0.01%	976
2024 Q1	$277K	Buy	9,381 +2,645	+39%	+$84.7K	0.01%	1080
2023 Q4	$212K	Sell	6,736 -2,645	-28%	-$80.1K	0.01%	1228
2023 Q3	$277K	Hold	9,381	–	–	0.01%	1080
2023 Q2	$280K	Buy	+9,381	New	+$271K	0.01%	1157

Other funds holding PMAY

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

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

B. Riley Wealth Advisors held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q4 2024 at 9,878 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #807.

B. Riley Wealth Advisors first reported a position in PMAY in Q2 2023 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold PMAY as of Q4 2024.

B. Riley Wealth Advisors held 9,878 shares of Innovator US Equity Power Buffer ETF May worth $355K as of Q4 2024.
B. Riley Wealth Advisors left its Innovator US Equity Power Buffer ETF May share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF May made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #807 holding.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2024.

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