B. Riley Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-900	Closed	-$21K	–	1596
2014 Q4	$21K	Buy	+900	New	+$20.6K	﹤0.01%	2525
2014 Q3	–	Sell	-900	Closed	-$22.1K	–	1550
2014 Q2	$22.1K	Buy	+900	New	+$21.9K	0.01%	1420

Other funds holding PIO

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Global Water ETF (PIO) in Q1 2015, closing a stake of 900 shares — an estimated $21K sold.

B. Riley Wealth Advisors first reported a position in PIO in Q2 2014 and held it in 2 quarters. The position peaked at $22.1K in Q2 2014. 59 funds tracked by Wall St. Rank hold PIO as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco Global Water ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 900 Invesco Global Water ETF shares in Q1 2015, an estimated $21K.
B. Riley Wealth Advisors first reported a position in Invesco Global Water ETF in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Invesco Global Water ETF position peaked at $22.1K in Q2 2014.
59 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2015.

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