BRWA
ECO

B. Riley Wealth Advisors’s Okeanis Eco Tankers ECO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ECO Stock Details ECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$221K – 1127
2025
Q1 		$221K Hold
10,000
– – 0.01% 1111
2024
Q4 		$213K Buy
+10,000
New +$257K 0.01% 1019

Other funds holding ECO

QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $3.66B AUM 32.08% 1-Year Est. Return

B. Riley Wealth Advisors's ECO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Okeanis Eco Tankers (ECO) in Q2 2025, closing a stake of 10,000 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in ECO in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2025. 28 funds tracked by Wall St. Rank hold ECO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Okeanis Eco Tankers position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,000 Okeanis Eco Tankers shares in Q2 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in Okeanis Eco Tankers in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Okeanis Eco Tankers position peaked at $221K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Okeanis Eco Tankers as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.