B. Riley Wealth Advisors’s Telus TU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Buy	12,386 +105	+0.9%	+$1.28K	0.01%	818
2026 Q1	$158K	Buy	12,281 +409	+3%	+$5.54K	0.01%	749
2025 Q4	$156K	Buy	11,872 +389	+3%	+$5.48K	0.01%	897
2025 Q3	$181K	Buy	11,483 +755	+7%	+$12.2K	0.01%	909
2025 Q2	$172K	Buy	+10,728	New	+$166K	0.01%	908
2024 Q4	–	Sell	-10,754	Closed	-$179K	–	1285
2024 Q3	$179K	Buy	10,754 +195	+2%	+$3.15K	0.01%	1156
2024 Q2	$163K	Buy	+10,559	New	+$170K	﹤0.01%	1267
2024 Q1	–	Sell	-10,404	Closed	-$188K	–	1521
2023 Q4	$188K	Buy	+10,404	New	+$180K	0.01%	1274
2015 Q1	–	Sell	-108	Closed	-$2	–	1886
2014 Q4	$2	Buy	+108	New	+$1.95K	﹤0.01%	3440
2014 Q3	–	Sell	-880	Closed	-$16.4K	–	1790
2014 Q2	$16.4K	Buy	+880	New	+$16.1K	﹤0.01%	1552

Other funds holding TU

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return