BRWA
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B. Riley Wealth Advisors’s Heartbeam BEAT Stock Holding History

B. Riley Wealth Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,000
Closed -$36K – 915
2025
Q4 		$36K Buy
+15,000
New +$25.7K ﹤0.01% 986

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

B. Riley Wealth Advisors's BEAT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 15,000 shares — an estimated $36K sold.

B. Riley Wealth Advisors first reported a position in BEAT in Q4 2025 and held it in 1 quarter. The position peaked at $36K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,000 Heartbeam shares in Q1 2026, an estimated $36K.
  • B. Riley Wealth Advisors first reported a position in Heartbeam in Q4 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Heartbeam position peaked at $36K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.