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
2025 Q1	–	Sell	-9,878	Closed	-$355K	–	1395
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

B. Riley Wealth Advisors's PMAY Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q1 2025, closing a stake of 9,878 shares — an estimated $355K sold.

B. Riley Wealth Advisors first reported a position in PMAY in Q2 2023 and held it in 7 quarters. The position peaked at $355K in Q4 2024. 171 funds tracked by Wall St. Rank hold PMAY as of Q1 2025.

B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF May position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,878 Innovator US Equity Power Buffer ETF May shares in Q1 2025, an estimated $355K.
B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $355K in Q4 2024.
171 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.