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B. Riley Wealth Advisors’s American Century Multisector Floating Income ETF FUSI Stock Holding History

B. Riley Wealth Advisors’s Portfolio FUSI Stock Details FUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,388
Closed -$223K – 1327
2024
Q2 		$223K Buy
+4,388
New +$223K 0.01% 1175

Other funds holding FUSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's FUSI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of American Century Multisector Floating Income ETF (FUSI) in Q3 2024, closing a stake of 4,388 shares — an estimated $223K sold.

B. Riley Wealth Advisors first reported a position in FUSI in Q2 2024 and held it in 1 quarter. The position peaked at $223K in Q2 2024. 9 funds tracked by Wall St. Rank hold FUSI as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining American Century Multisector Floating Income ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,388 American Century Multisector Floating Income ETF shares in Q3 2024, an estimated $223K.
  • B. Riley Wealth Advisors first reported a position in American Century Multisector Floating Income ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's American Century Multisector Floating Income ETF position peaked at $223K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held American Century Multisector Floating Income ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.