B. Riley Wealth Advisors’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$218K	Sell	3,333 -679	-17%	-$44.4K	0.01%	1002
2024 Q3	$260K	Sell	4,012 -7,933	-66%	-$509K	0.01%	1021
2024 Q2	$766K	Hold	11,945	–	–	0.02%	632
2024 Q1	$735K	Sell	11,945 -38	-0.3%	-$2.41K	0.02%	621
2023 Q4	$754K	Buy	11,983 +38	+0.3%	+$2.35K	0.02%	628
2023 Q3	$735K	Buy	11,945 +344	+3%	+$21.1K	0.02%	621
2023 Q2	$710K	Sell	11,601 -195	-2%	-$11.6K	0.02%	698
2023 Q1	$704K	Sell	11,796 -1,781	-13%	-$106K	0.02%	675
2022 Q4	$793K	Buy	13,577 +7	+0.1%	+$415	0.02%	616
2022 Q3	$784K	Buy	+13,570	New	+$798K	0.02%	581
2015 Q1	–	Sell	-600	Closed	-$44	–	1208
2014 Q4	$44	Buy	+600	New	+$44.9K	﹤0.01%	2154

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

B. Riley Wealth Advisors's HYHG Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its ProShares High Yield-Interest Rate Hedged ETF (HYHG) stake by 17% in Q4 2024, selling an estimated $44.4K and leaving 3,333 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1002.

B. Riley Wealth Advisors first reported a position in HYHG in Q4 2014 and has held it in 11 quarters since. The position peaked at $793K in Q4 2022. 46 funds tracked by Wall St. Rank hold HYHG as of Q4 2024.

B. Riley Wealth Advisors held 3,333 shares of ProShares High Yield-Interest Rate Hedged ETF worth $218K as of Q4 2024.
B. Riley Wealth Advisors sold 679 ProShares High Yield-Interest Rate Hedged ETF shares in Q4 2024, an estimated $44.4K.
ProShares High Yield-Interest Rate Hedged ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1002 holding.
B. Riley Wealth Advisors first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q4 2014 and has held it in 11 quarters since.
B. Riley Wealth Advisors's ProShares High Yield-Interest Rate Hedged ETF position peaked at $793K in Q4 2022.
46 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.