BRWA
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B. Riley Wealth Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

B. Riley Wealth Advisors’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,096
Closed -$219K – 1264
2022
Q1 		$219K Buy
2,096
+48
+2% +$5.15K 0.01% 1169
2021
Q4 		$232K Buy
2,048
+24
+1% +$2.72K 0.01% 1200
2021
Q3 		$230K Sell
2,024
-52
-3% -$5.99K 0.01% 1177
2021
Q2 		$238K Sell
2,076
-202
-9% -$22.8K 0.01% 1139
2021
Q1 		$254K Buy
+2,278
New +$259K 0.01% 1080

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

B. Riley Wealth Advisors's CORP Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2022, closing a stake of 2,096 shares — an estimated $219K sold.

B. Riley Wealth Advisors first reported a position in CORP in Q1 2021 and held it in 5 quarters. The position peaked at $254K in Q1 2021. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,096 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $219K.
  • B. Riley Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $254K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.