B. Riley Wealth Advisors’s ProShares UltraShort Dow 30 DXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,016	Closed	-$772K	–	1564
2023 Q1	$772K	Buy	+18,016	New	+$777K	0.02%	634
2015 Q1	–	Sell	-100	Closed	-$44	–	931
2014 Q4	$44	Buy	+100	New	+$46.7K	﹤0.01%	2152
2014 Q3	–	Sell	-104	Closed	-$53.3K	–	959
2014 Q2	$53.3K	Buy	+104	New	+$55.1K	0.01%	1005

Other funds holding DXD

TRCT

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Advisors's DXD Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of ProShares UltraShort Dow 30 (DXD) in Q2 2023, closing a stake of 18,016 shares — an estimated $772K sold.

B. Riley Wealth Advisors first reported a position in DXD in Q2 2014 and held it in 3 quarters. The position peaked at $772K in Q1 2023. 18 funds tracked by Wall St. Rank hold DXD as of Q2 2023.

B. Riley Wealth Advisors reported no remaining ProShares UltraShort Dow 30 position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,016 ProShares UltraShort Dow 30 shares in Q2 2023, an estimated $772K.
B. Riley Wealth Advisors first reported a position in ProShares UltraShort Dow 30 in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's ProShares UltraShort Dow 30 position peaked at $772K in Q1 2023.
18 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.