B. Riley Wealth Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-150	Closed	-$4	–	1598
2014 Q4	$4	Buy	+150	New	+$3.62K	﹤0.01%	3233
2014 Q3	–	Sell	-1,649	Closed	-$43.5K	–	1552
2014 Q2	$43.5K	Buy	+1,649	New	+$43.7K	0.01%	1095
2013 Q3	–	Sell	-3,851	Closed	-$81K	–	729
2013 Q2	$81K	Buy	+3,851	New	+$83.9K	0.03%	600

Other funds holding PIZ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

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

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

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

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

RJA

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2015, closing a stake of 150 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in PIZ in Q2 2013 and held it in 3 quarters. The position peaked at $81K in Q2 2013. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 150 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2015, an estimated $4.
B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $81K in Q2 2013.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2015.

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