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

B. Riley Wealth Advisors’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,773
Closed -$683K – 1260
2024
Q3 		$683K Buy
17,773
+2,481
+16% +$93.7K 0.02% 624
2024
Q2 		$573K Sell
15,292
-527
-3% -$19.4K 0.01% 754
2024
Q1 		$513K Buy
15,819
+5,700
+56% +$203K 0.01% 776
2023
Q4 		$352K Sell
10,119
-5,700
-36% -$190K 0.01% 980
2023
Q3 		$513K Buy
15,819
+6,586
+71% +$217K 0.01% 776
2023
Q2 		$302K Hold
9,233
– – 0.01% 1120
2023
Q1 		$283K Buy
9,233
+1,987
+27% +$59.8K 0.01% 1099
2022
Q4 		$212K Buy
+7,246
New +$211K 0.01% 1224

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2024, closing a stake of 17,773 shares — an estimated $683K sold.

B. Riley Wealth Advisors first reported a position in PSEP in Q4 2022 and held it in 8 quarters. The position peaked at $683K in Q3 2024. 210 funds tracked by Wall St. Rank hold PSEP as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,773 Innovator US Equity Power Buffer ETF September shares in Q4 2024, an estimated $683K.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $683K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2024.

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