B. Riley Wealth Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,000	Closed	-$31	–	1574
2014 Q4	$31	Buy	+1,000	New	+$29.7K	﹤0.01%	2344
2014 Q3	–	Sell	-750	Closed	-$21.9K	–	1532
2014 Q2	$21.9K	Buy	+750	New	+$21.1K	0.01%	1423

Other funds holding PFI

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2015, closing a stake of 1,000 shares — an estimated $31 sold.

B. Riley Wealth Advisors first reported a position in PFI in Q2 2014 and held it in 2 quarters. The position peaked at $21.9K in Q2 2014. 17 funds tracked by Wall St. Rank hold PFI as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,000 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2015, an estimated $31.
B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $21.9K in Q2 2014.
17 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2015.

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