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B. Riley Wealth Advisors’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

B. Riley Wealth Advisors’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,081
Closed -$618K – 1523
2024
Q1 		$618K Buy
29,081
+280
+1% +$6.32K 0.02% 695
2023
Q4 		$616K Sell
28,801
-280
-1% -$5.95K 0.02% 713
2023
Q3 		$618K Buy
29,081
+200
+0.7% +$4.12K 0.02% 695
2023
Q2 		$574K Buy
28,881
+1,731
+6% +$33.3K 0.01% 790
2023
Q1 		$518K Sell
27,150
-160
-0.6% -$3.08K 0.01% 789
2022
Q4 		$512K Sell
27,310
-806
-3% -$15.1K 0.01% 786
2022
Q3 		$488K Buy
28,116
+25
+0.1% +$447 0.01% 768
2022
Q2 		$458K Buy
28,091
+433
+2% +$7.79K 0.02% 694
2022
Q1 		$499K Buy
27,658
+223
+0.8% +$3.84K 0.02% 747
2021
Q4 		$423K Sell
27,435
-600
-2% -$9.46K 0.01% 909
2021
Q3 		$436K Sell
28,035
-50
-0.2% -$773 0.01% 844
2021
Q2 		$475K Sell
28,085
-15
-0.1% -$237 0.02% 791
2021
Q1 		$398K Sell
28,100
-575
-2% -$7.74K 0.01% 846
2020
Q4 		$341K Sell
28,675
-36,192
-56% -$401K 0.02% 687
2020
Q3 		$673K Buy
64,867
+33,492
+107% +$357K 0.04% 429
2020
Q2 		$359K Buy
31,375
+12,076
+63% +$136K 0.02% 568
2020
Q1 		$158K Buy
+19,299
New +$297K 0.01% 702

Other funds holding MLPB

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

B. Riley Wealth Advisors's MLPB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q2 2024, closing a stake of 29,081 shares — an estimated $618K sold.

B. Riley Wealth Advisors first reported a position in MLPB in Q1 2020 and held it in 17 quarters. The position peaked at $673K in Q3 2020. 24 funds tracked by Wall St. Rank hold MLPB as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,081 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q2 2024, an estimated $618K.
  • B. Riley Wealth Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q1 2020 and held it in 17 quarters.
  • B. Riley Wealth Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $673K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.