B. Riley Wealth Advisors’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
+3,789
New +$489K 0.02% 519
2024
Q4
$846K Sell
6,741
-2,531
-27% -$318K 0.03% 510
2024
Q3
$1.19M Buy
9,272
+524
+6% +$67.4K 0.03% 447
2024
Q2
$1.03M Buy
8,748
+6,115
+232% +$723K 0.03% 528
2024
Q1
$276K Sell
2,633
-133
-5% -$13.9K 0.01% 1084
2023
Q4
$317K Buy
2,766
+133
+5% +$15.2K 0.01% 1026
2023
Q3
$276K Buy
2,633
+616
+31% +$64.6K 0.01% 1084
2023
Q2
$219K Buy
+2,017
New +$219K ﹤0.01% 1302