BRWA
FAZ

B. Riley Wealth Advisors’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,125
Closed -$391K – 1397
2021
Q1 		$391K Buy
+1,125
New +$493K 0.01% 853
2015
Q1 		– Hold
0
– -$7 – 1034
2014
Q4 		– Hold
0
– – – 3016
2014
Q3 		– Sell
-1
Closed -$14.8K – 1058
2014
Q2 		$14.8K Buy
+1
New +$31.2K ﹤0.01% 1612

Other funds holding FAZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

B. Riley Wealth Advisors's FAZ Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q2 2021, closing a stake of 1,125 shares — an estimated $391K sold.

B. Riley Wealth Advisors first reported a position in FAZ in Q2 2014 and held it in 2 quarters. The position peaked at $391K in Q1 2021. 16 funds tracked by Wall St. Rank hold FAZ as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,125 Direxion Daily Financial Bear 3x ETF shares in Q2 2021, an estimated $391K.
  • B. Riley Wealth Advisors first reported a position in Direxion Daily Financial Bear 3x ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Direxion Daily Financial Bear 3x ETF position peaked at $391K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.