BRWA
HYLD

B. Riley Wealth Advisors’s High Yield ETF HYLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,990
Closed -$510K – 1656
2023
Q2 		$510K Sell
19,990
-1,267
-6% -$32.9K 0.01% 841
2023
Q1 		$561K Buy
21,257
+1,053
+5% +$28.1K 0.01% 757
2022
Q4 		$525K Sell
20,204
-1,495
-7% -$39.2K 0.01% 766
2022
Q3 		$560K Buy
21,699
+662
+3% +$18K 0.02% 709
2022
Q2 		$564K Buy
21,037
+311
+2% +$8.63K 0.02% 609
2022
Q1 		$598K Buy
20,726
+434
+2% +$12.9K 0.02% 668
2021
Q4 		$641K Buy
20,292
+49
+0.2% +$1.56K 0.02% 702
2021
Q3 		$649K Buy
20,243
+1,729
+9% +$55.9K 0.02% 672
2021
Q2 		$603K Buy
18,514
+559
+3% +$18.1K 0.02% 679
2021
Q1 		$583K Buy
+17,955
New +$579K 0.02% 661
2015
Q1 		– Sell
-1,239
Closed -$51 – 2119
2014
Q4 		$51 Buy
+1,239
New +$57.1K ﹤0.01% 2088
2014
Q3 		– Sell
-1,239
Closed -$66K – 2001
2014
Q2 		$66K Buy
+1,239
New +$65.5K 0.02% 901

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

B. Riley Wealth Advisors sold out of High Yield ETF (HYLD) in Q3 2023, closing a stake of 19,990 shares — an estimated $510K sold.

B. Riley Wealth Advisors first reported a position in HYLD in Q2 2014 and held it in 12 quarters. The position peaked at $649K in Q3 2021. 0 funds tracked by Wall St. Rank hold HYLD as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining High Yield ETF position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 19,990 High Yield ETF shares in Q3 2023, an estimated $510K.
  • B. Riley Wealth Advisors first reported a position in High Yield ETF in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's High Yield ETF position peaked at $649K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2023.

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