BRWA
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B. Riley Wealth Advisors’s Quadratic Deflation ETF BNDD Stock Holding History

B. Riley Wealth Advisors’s Portfolio BNDD Stock Details BNDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,524
Closed -$193K – 1548
2023
Q1 		$193K Sell
1,524
-44
-3% -$5.49K 0.01% 1312
2022
Q4 		$189K Sell
1,568
-47
-3% -$7.75K 0.01% 1285
2022
Q3 		$281K Buy
+1,615
New +$290K 0.01% 1040

Other funds holding BNDD

CCMW
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return