B. Riley Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,975	Closed	-$229K	–	1478
2021 Q1	$229K	Buy	+4,975	New	+$221K	0.01%	1135
2020 Q2	–	Sell	-7,122	Closed	-$237K	–	908
2020 Q1	$237K	Sell	7,122 -24,757	-78%	-$1.13M	0.02%	608
2019 Q4	$1.62M	Buy	31,879 +3,270	+11%	+$164K	0.14%	167
2019 Q3	$1.4M	Buy	28,609 +3,602	+14%	+$174K	0.14%	170
2019 Q2	$1.2M	Buy	+25,007	New	+$1.19M	0.13%	171

Other funds holding XSLV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

B. Riley Wealth Advisors's XSLV Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2021, closing a stake of 4,975 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in XSLV in Q2 2019 and held it in 5 quarters. The position peaked at $1.62M in Q4 2019. 160 funds tracked by Wall St. Rank hold XSLV as of Q2 2021.

B. Riley Wealth Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,975 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2021, an estimated $229K.
B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2019 and held it in 5 quarters.
B. Riley Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.62M in Q4 2019.
160 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.