B. Riley Wealth Advisors’s Innovator Growth Accelerated Plus ETF April QTAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,120	Closed	-$254K	–	1264
2024 Q3	$254K	Buy	7,120 +400	+6%	+$13.9K	0.01%	1036
2024 Q2	$234K	Buy	+6,720	New	+$223K	0.01%	1146
2023 Q1	–	Sell	-10,120	Closed	-$226K	–	1603
2022 Q4	$226K	Sell	10,120 -1	-0%	-$23	0.01%	1187
2022 Q3	$228K	Buy	+10,121	New	+$260K	0.01%	1167

Other funds holding QTAP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator Growth Accelerated Plus ETF April (QTAP) in Q4 2024, closing a stake of 7,120 shares — an estimated $254K sold.

B. Riley Wealth Advisors first reported a position in QTAP in Q3 2022 and held it in 4 quarters. The position peaked at $254K in Q3 2024. 12 funds tracked by Wall St. Rank hold QTAP as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Innovator Growth Accelerated Plus ETF April position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,120 Innovator Growth Accelerated Plus ETF April shares in Q4 2024, an estimated $254K.
B. Riley Wealth Advisors first reported a position in Innovator Growth Accelerated Plus ETF April in Q3 2022 and held it in 4 quarters.
B. Riley Wealth Advisors's Innovator Growth Accelerated Plus ETF April position peaked at $254K in Q3 2024.
12 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF April as of Q4 2024.

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