B. Riley Wealth Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,874	Closed	-$258K	–	1560
2023 Q2	$258K	Sell	7,874 -3,085	-28%	-$98K	0.01%	1205
2023 Q1	$345K	Sell	10,959 -1,260	-10%	-$39.5K	0.01%	993
2022 Q4	$378K	Sell	12,219 -3,494	-22%	-$109K	0.01%	915
2022 Q3	$443K	Buy	15,713 +59	+0.4%	+$1.81K	0.01%	810
2022 Q2	$456K	Sell	15,654 -919	-6%	-$29.5K	0.02%	698
2022 Q1	$564K	Buy	16,573 +4,360	+36%	+$145K	0.02%	690
2021 Q4	$415K	Buy	12,213 +3,890	+47%	+$127K	0.01%	918
2021 Q3	$255K	Buy	8,323 +1,283	+18%	+$39.7K	0.01%	1128
2021 Q2	$220K	Buy	+7,040	New	+$205K	0.01%	1169

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's FCPI Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2023, closing a stake of 7,874 shares — an estimated $258K sold.

B. Riley Wealth Advisors first reported a position in FCPI in Q2 2021 and held it in 9 quarters. The position peaked at $564K in Q1 2022. 29 funds tracked by Wall St. Rank hold FCPI as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,874 Fidelity Stocks for Inflation ETF shares in Q3 2023, an estimated $258K.
B. Riley Wealth Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q2 2021 and held it in 9 quarters.
B. Riley Wealth Advisors's Fidelity Stocks for Inflation ETF position peaked at $564K in Q1 2022.
29 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.