B. Riley Wealth Advisors’s Direxion Daily MSFT Bull 2X ETF MSFU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,000	Closed	-$229K	–	1607
2023 Q1	$229K	Buy	+8,000	New	+$193K	0.01%	1224

Other funds holding MSFU

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

B. Riley Wealth Advisors's MSFU Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Direxion Daily MSFT Bull 2X ETF (MSFU) in Q2 2023, closing a stake of 8,000 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in MSFU in Q1 2023 and held it in 1 quarter. The position peaked at $229K in Q1 2023. 5 funds tracked by Wall St. Rank hold MSFU as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Direxion Daily MSFT Bull 2X ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,000 Direxion Daily MSFT Bull 2X ETF shares in Q2 2023, an estimated $229K.
B. Riley Wealth Advisors first reported a position in Direxion Daily MSFT Bull 2X ETF in Q1 2023 and held it in 1 quarter.
B. Riley Wealth Advisors's Direxion Daily MSFT Bull 2X ETF position peaked at $229K in Q1 2023.
5 funds tracked by Wall St. Rank held Direxion Daily MSFT Bull 2X ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.