B. Riley Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

B. Riley Wealth Management’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$205	Hold	5,804	–	–	﹤0.01%	653
2022 Q1	$235K	Hold	5,804	–	–	0.02%	516
2021 Q4	$235K	Buy	5,804 +56	+1%	+$2.19K	0.02%	536
2021 Q3	$212K	Sell	5,748 -594	-9%	-$22.5K	0.02%	552
2021 Q2	$236K	Sell	6,342 -20	-0.3%	-$736	0.03%	353
2021 Q1	$223K	Buy	+6,362	New	+$212K	0.03%	346

Other funds holding IUS

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

B. Riley Wealth Management's IUS Position: Q2 2022 in Review

B. Riley Wealth Management held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2022 at 5,804 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #653.

B. Riley Wealth Management first reported a position in IUS in Q1 2021 and has held it in 6 quarters since. The position peaked at $236K in Q2 2021. 25 funds tracked by Wall St. Rank hold IUS as of Q2 2022.

B. Riley Wealth Management held 5,804 shares of Invesco RAFI Strategic US ETF worth $205 as of Q2 2022.
B. Riley Wealth Management left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2022.
Invesco RAFI Strategic US ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #653 holding.
B. Riley Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's Invesco RAFI Strategic US ETF position peaked at $236K in Q2 2021.
25 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.