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B. Riley Wealth Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

B. Riley Wealth Advisors’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,400
Closed -$84 – 2034
2014
Q4 		$84 Buy
+2,400
New +$81.5K ﹤0.01% 1825
2014
Q3 		– Sell
-800
Closed -$28.3K – 1933
2014
Q2 		$28.3K Buy
+800
New +$27K 0.01% 1296

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2015, closing a stake of 2,400 shares — an estimated $84 sold.

B. Riley Wealth Advisors first reported a position in UPGD in Q2 2014 and held it in 2 quarters. The position peaked at $28.3K in Q2 2014. 28 funds tracked by Wall St. Rank hold UPGD as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,400 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2015, an estimated $84.
  • B. Riley Wealth Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $28.3K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2015.

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