BRWA
B. Riley Wealth Advisors’s ActivePassive US Equity ETF APUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
+354,917
| New | +$13.3M | 0.63% | 25 |
|
|
2024
Q4 | $11.7M | Buy |
326,602
+7,226
| +2% | +$258K | 0.38% | 49 |
|
|
2024
Q3 | $11.2M | Buy |
319,376
+3,090
| +1% | +$108K | 0.31% | 66 |
|
|
2024
Q2 | $10.5M | Buy |
316,286
+274,555
| +658% | +$9.15M | 0.27% | 77 |
|
|
2024
Q1 | $1.09M | Sell |
41,731
-142,288
| -77% | -$3.71M | 0.03% | 498 |
|
|
2023
Q4 | $5.35M | Buy |
184,019
+142,288
| +341% | +$4.14M | 0.14% | 163 |
|
|
2023
Q3 | $1.09M | Buy |
41,731
+15,592
| +60% | +$407K | 0.03% | 498 |
|
|
2023
Q2 | $705K | Buy |
+26,139
| New | +$705K | 0.02% | 702 |
|