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B. Riley Wealth Management’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

B. Riley Wealth Management’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,127
Closed -$226K – 437
2020
Q3 		$226K Sell
5,127
-529
-9% -$22.2K 0.03% 339
2020
Q2 		$214K Sell
5,656
-5,637
-50% -$179K 0.02% 358
2020
Q1 		$280K Buy
+11,293
New +$305K 0.03% 370

Other funds holding OGIG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

B. Riley Wealth Management's OGIG Position: Q4 2020 in Review

B. Riley Wealth Management sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q4 2020, closing a stake of 5,127 shares — an estimated $226K sold.

B. Riley Wealth Management first reported a position in OGIG in Q1 2020 and held it in 3 quarters. The position peaked at $280K in Q1 2020. 78 funds tracked by Wall St. Rank hold OGIG as of Q4 2020.

  • B. Riley Wealth Management reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,127 ALPS O'Shares Global Internet Giants ETF shares in Q4 2020, an estimated $226K.
  • B. Riley Wealth Management first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2020 and held it in 3 quarters.
  • B. Riley Wealth Management's ALPS O'Shares Global Internet Giants ETF position peaked at $280K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.