B. Riley Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-437	Closed	-$10K	–	596
2015 Q2	$10K	Sell	437 -49	-10%	-$1.25K	0.01%	745
2015 Q1	$12K	Hold	486	–	–	0.01%	723
2014 Q4	$11K	Hold	486	–	–	0.01%	716
2014 Q3	$11K	Hold	486	–	–	0.01%	747
2014 Q2	$12K	Hold	486	–	–	0.01%	783
2014 Q1	$13K	Buy	+486	New	+$12.9K	0.01%	714

Other funds holding PIZ

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

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 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

B. Riley Wealth Management's PIZ Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2015, closing a stake of 437 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in PIZ in Q1 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2014. 58 funds tracked by Wall St. Rank hold PIZ as of Q3 2015.

B. Riley Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 437 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2015, an estimated $10K.
B. Riley Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $13K in Q1 2014.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.