B. Riley Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-900	Closed	-$20	–	1576
2014 Q4	$20	Buy	+900	New	+$19.1K	﹤0.01%	2550
2014 Q3	–	Sell	-900	Closed	-$18.9K	–	1534
2014 Q2	$18.9K	Buy	+900	New	+$18.5K	﹤0.01%	1491

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2015, closing a stake of 900 shares — an estimated $20 sold.

B. Riley Wealth Advisors first reported a position in PFM in Q2 2014 and held it in 2 quarters. The position peaked at $18.9K in Q2 2014. 45 funds tracked by Wall St. Rank hold PFM as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 900 Invesco Dividend Achievers ETF shares in Q1 2015, an estimated $20.
B. Riley Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $18.9K in Q2 2014.
45 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2015.

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