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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,690	Closed	-$211K	–	1366
2022 Q1	$211K	Hold	5,690	–	–	0.01%	1189
2021 Q4	$205K	Buy	+5,690	New	+$196K	0.01%	1259
2016 Q4	–	Sell	-74,810	Closed	-$1.3M	–	624
2016 Q3	$1.3M	Sell	74,810 -1,265	-2%	-$22K	0.26%	99
2016 Q2	$1.27M	Buy	+76,075	New	+$1.28M	0.25%	99
2016 Q1	–	Sell	-79,175	Closed	-$1.21M	–	601
2015 Q4	$1.21M	Sell	79,175 -6,000	-7%	-$93.8K	0.25%	110
2015 Q3	$1.22M	Buy	85,175 +1,500	+2%	+$24K	0.29%	90
2015 Q2	$1.44M	Sell	83,675 -3,075	-4%	-$54.4K	0.36%	64
2015 Q1	$1.49M	Buy	86,750 +8,350	+11%	+$144K	0.36%	64
2014 Q4	$1.32K	Buy	78,400 +11,725	+18%	+$194K	0.03%	666
2014 Q3	$1.12M	Sell	66,675 -39,825	-37%	-$677K	0.29%	82
2014 Q2	$911K	Buy	106,500 +54,200	+104%	+$895K	0.21%	102
2014 Q1	$853K	Buy	52,300 +7,700	+17%	+$122K	0.26%	85
2013 Q4	$711K	Buy	44,600 +3,400	+8%	+$51.5K	0.23%	112
2013 Q3	$590K	Sell	41,200 -500	-1%	-$7K	0.2%	120
2013 Q2	$546K	Buy	+41,700	New	+$562K	0.19%	139

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JMPWA

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

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

RJFSA

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

B. Riley Wealth Advisors's RSPM Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2022, closing a stake of 5,690 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in RSPM in Q2 2013 and held it in 15 quarters. The position peaked at $1.49M in Q1 2015. 112 funds tracked by Wall St. Rank hold RSPM as of Q2 2022.

B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,690 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2022, an estimated $211K.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2013 and held it in 15 quarters.
B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.49M in Q1 2015.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.