B. Riley Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,307	Closed	-$53	–	1700
2014 Q4	$53	Buy	+1,307	New	+$51.6K	﹤0.01%	2061
2014 Q3	–	Sell	-807	Closed	-$31.2K	–	1650
2014 Q2	$31.2K	Buy	+807	New	+$30.4K	0.01%	1248
2014 Q1	–	Sell	-21,062	Closed	-$768K	–	788
2013 Q4	$768K	Buy	+21,062	New	+$734K	0.25%	97

Other funds holding RWL

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

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

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return

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

RJFSA

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2015, closing a stake of 1,307 shares — an estimated $53 sold.

B. Riley Wealth Advisors first reported a position in RWL in Q4 2013 and held it in 3 quarters. The position peaked at $768K in Q4 2013. 43 funds tracked by Wall St. Rank hold RWL as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,307 Invesco S&P 500 Revenue ETF shares in Q1 2015, an estimated $53.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's Invesco S&P 500 Revenue ETF position peaked at $768K in Q4 2013.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2015.

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