B. Riley Wealth Advisors’s MicroSectors FANG & Innovation -3x Inverse Leveraged ETN BERZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,152	Closed	-$455K	–	1277
2024 Q2	$455K	Buy	+1,152	New	+$594K	0.01%	860

Other funds holding BERZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

B. Riley Wealth Advisors's BERZ Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) in Q3 2024, closing a stake of 1,152 shares — an estimated $455K sold.

B. Riley Wealth Advisors first reported a position in BERZ in Q2 2024 and held it in 1 quarter. The position peaked at $455K in Q2 2024. 2 funds tracked by Wall St. Rank hold BERZ as of Q3 2024.

B. Riley Wealth Advisors reported no remaining MicroSectors FANG & Innovation -3x Inverse Leveraged ETN position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,152 MicroSectors FANG & Innovation -3x Inverse Leveraged ETN shares in Q3 2024, an estimated $455K.
B. Riley Wealth Advisors first reported a position in MicroSectors FANG & Innovation -3x Inverse Leveraged ETN in Q2 2024 and held it in 1 quarter.
B. Riley Wealth Advisors's MicroSectors FANG & Innovation -3x Inverse Leveraged ETN position peaked at $455K in Q2 2024.
2 funds tracked by Wall St. Rank held MicroSectors FANG & Innovation -3x Inverse Leveraged ETN as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.