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B. Riley Wealth Advisors’s Brandes US Value ETF BUSA Stock Holding History

B. Riley Wealth Advisors’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Hold
6,619
– – 0.01% 668
2026
Q1 		$241K Hold
6,619
– – 0.02% 654
2025
Q4 		$242K Hold
6,619
– – 0.01% 792
2025
Q3 		$231K Buy
+6,619
New +$226K 0.01% 833

Other funds holding BUSA

AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

B. Riley Wealth Advisors held its Brandes US Value ETF (BUSA) position steady in Q2 2026 at 6,619 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #668.

B. Riley Wealth Advisors first reported a position in BUSA in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold BUSA as of Q2 2026.

  • B. Riley Wealth Advisors held 6,619 shares of Brandes US Value ETF worth $262K as of Q2 2026.
  • B. Riley Wealth Advisors left its Brandes US Value ETF share count unchanged in Q2 2026.
  • Brandes US Value ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #668 holding.
  • B. Riley Wealth Advisors first reported a position in Brandes US Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q2 2026.

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