B. Riley Wealth Advisors’s Invesco Insider Sentiment ETF NFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-750	Closed	-$37	–	2403
2014 Q4	$37	Buy	+750	New	+$35.9K	﹤0.01%	2259
2014 Q3	–	Sell	-750	Closed	-$37.2K	–	2234
2014 Q2	$37.2K	Buy	+750	New	+$35.8K	0.01%	1158

Other funds holding NFO

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

MCC

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

B. Riley Wealth Advisors's NFO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2015, closing a stake of 750 shares — an estimated $37 sold.

B. Riley Wealth Advisors first reported a position in NFO in Q2 2014 and held it in 2 quarters. The position peaked at $37.2K in Q2 2014. 31 funds tracked by Wall St. Rank hold NFO as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco Insider Sentiment ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 750 Invesco Insider Sentiment ETF shares in Q1 2015, an estimated $37.
B. Riley Wealth Advisors first reported a position in Invesco Insider Sentiment ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Invesco Insider Sentiment ETF position peaked at $37.2K in Q2 2014.
31 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.