BRWM
IBLN

B. Riley Wealth Management’s Direxion iBillionaire Index ETF IBLN Stock Holding History

B. Riley Wealth Management’s Portfolio IBLN Stock Details IBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-300
Closed -$7K – 1112
2015
Q1 		$7K Hold
300
– – 0.01% 816
2014
Q4 		$7K Buy
+300
New +$7.58K 0.01% 809

Other funds holding IBLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's IBLN Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Direxion iBillionaire Index ETF (IBLN) in Q2 2015, closing a stake of 300 shares — an estimated $7K sold.

B. Riley Wealth Management first reported a position in IBLN in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 15 funds tracked by Wall St. Rank hold IBLN as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Direxion iBillionaire Index ETF position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 Direxion iBillionaire Index ETF shares in Q2 2015, an estimated $7K.
  • B. Riley Wealth Management first reported a position in Direxion iBillionaire Index ETF in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Direxion iBillionaire Index ETF position peaked at $7K in Q1 2015.
  • 15 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.