BRWA
ACV

B. Riley Wealth Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

B. Riley Wealth Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Buy
25,266
+45
+0.2% +$1.21K 0.04% 387
2026
Q1 		$599K Buy
25,221
+652
+3% +$17.5K 0.04% 400
2025
Q4 		$646K Buy
24,569
+32
+0.1% +$815 0.03% 448
2025
Q3 		$591K Buy
24,537
+53
+0.2% +$1.22K 0.03% 483
2025
Q2 		$560K Buy
+24,484
New +$513K 0.03% 493
2024
Q4 		$546K Sell
24,855
-29
-0.1% -$635 0.02% 666
2024
Q3 		$530K Sell
24,884
-539
-2% -$11.3K 0.01% 722
2024
Q2 		$539K Buy
25,423
+1,864
+8% +$41.2K 0.01% 782
2024
Q1 		$444K Sell
23,559
-1,062
-4% -$23.8K 0.01% 853
2023
Q4 		$521K Buy
24,621
+1,062
+5% +$20.2K 0.01% 790
2023
Q3 		$444K Buy
23,559
+1,859
+9% +$36.4K 0.01% 853
2023
Q2 		$437K Buy
21,700
+1,077
+5% +$20.7K 0.01% 921
2023
Q1 		$402K Buy
20,623
+1,177
+6% +$24.4K 0.01% 915
2022
Q4 		$368K Sell
19,446
-133
-0.7% -$2.6K 0.01% 932
2022
Q3 		$344K Buy
19,579
+3,190
+19% +$67.9K 0.01% 937
2022
Q2 		$320K Buy
16,389
+365
+2% +$7.99K 0.01% 848
2022
Q1 		$408K Sell
16,024
-511
-3% -$14K 0.01% 858
2021
Q4 		$534K Buy
16,535
+4,210
+34% +$147K 0.02% 773
2021
Q3 		$418K Buy
12,325
+165
+1% +$5.79K 0.01% 871
2021
Q2 		$422K Buy
12,160
+169
+1% +$5.61K 0.01% 853
2021
Q1 		$377K Sell
11,991
-1,364
-10% -$45.3K 0.01% 872
2020
Q4 		$437K Buy
13,355
+3,298
+33% +$95.5K 0.02% 586
2020
Q3 		$255K Buy
10,057
+148
+1% +$3.78K 0.01% 763
2020
Q2 		$229K Buy
+9,909
New +$211K 0.02% 726
2020
Q1 		– Sell
-22,758
Closed -$560K – 793
2019
Q4 		$560K Sell
22,758
-877
-4% -$21K 0.05% 399
2019
Q3 		$539K Buy
23,635
+455
+2% +$10.7K 0.05% 388
2019
Q2 		$542K Buy
23,180
+443
+2% +$10.3K 0.06% 351
2019
Q1 		$515K Buy
+22,737
New +$489K 0.06% 332

Other funds holding ACV

EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
GJWM
Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's ACV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Virtus Diversified Income & Convertible Fund (ACV) stake by 0.18% in Q2 2026, buying an estimated $1.21K and bringing the position to 25,266 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #387.

B. Riley Wealth Advisors first reported a position in ACV in Q1 2019 and has held it in 28 quarters since. 18 funds tracked by Wall St. Rank hold ACV as of Q2 2026.

  • B. Riley Wealth Advisors held 25,266 shares of Virtus Diversified Income & Convertible Fund worth $706K as of Q2 2026.
  • B. Riley Wealth Advisors bought 45 Virtus Diversified Income & Convertible Fund shares in Q2 2026, an estimated $1.21K.
  • Virtus Diversified Income & Convertible Fund made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • B. Riley Wealth Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q1 2019 and has held it in 28 quarters since.
  • 18 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.