B. Riley Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,666	Closed	-$207K	–	1607
2022 Q4	$207K	Buy	+3,666	New	+$206K	0.01%	1243
2022 Q2	–	Sell	-3,666	Closed	-$234K	–	1364
2022 Q1	$234K	Hold	3,666	–	–	0.01%	1139
2021 Q4	$236K	Buy	+3,666	New	+$236K	0.01%	1194
2016 Q3	–	Sell	-14,539	Closed	-$433K	–	646
2016 Q2	$433K	Buy	+14,539	New	+$433K	0.09%	285
2015 Q1	–	Sell	-1,203	Closed	-$38	–	1692
2014 Q4	$38	Buy	+1,203	New	+$36.2K	﹤0.01%	2240
2014 Q3	–	Sell	-677	Closed	-$19.7K	–	1641
2014 Q2	$19.7K	Buy	+677	New	+$19.2K	﹤0.01%	1479

Other funds holding RSPF

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

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RJA

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

B. Riley Wealth Advisors's RSPF Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 3,666 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in RSPF in Q2 2014 and held it in 6 quarters. The position peaked at $433K in Q2 2016. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,666 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $207K.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $433K in Q2 2016.
107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.