B. Riley Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4.33M	Buy	32,221 +2,985	+10%	+$437K	0.45%	49
2022 Q1	$4.61M	Buy	29,236 +4,195	+17%	+$654K	0.36%	71
2021 Q4	$4.08M	Sell	25,041 -9,066	-27%	-$1.43M	0.28%	86
2021 Q3	$5.11M	Sell	34,107 -14,490	-30%	-$2.22M	0.39%	62
2021 Q2	$7.33M	Buy	48,597 +19,377	+66%	+$2.88M	0.81%	33
2021 Q1	$4.14M	Buy	29,220 +13,712	+88%	+$1.85M	0.48%	52
2020 Q4	$1.98M	Sell	15,508 -3,222	-17%	-$383K	0.26%	92
2020 Q3	$2.02M	Buy	18,730 +1,208	+7%	+$130K	0.24%	92
2020 Q2	$1.78M	Buy	17,522 +6,276	+56%	+$605K	0.2%	112
2020 Q1	$945K	Sell	11,246 -23,412	-68%	-$2.49M	0.1%	187
2019 Q4	$4.01M	Buy	34,658 +215	+0.6%	+$23.9K	0.6%	42
2019 Q3	$3.72M	Sell	34,443 -4,760	-12%	-$511K	0.65%	35
2019 Q2	$4.23M	Sell	39,203 -8,471	-18%	-$897K	0.65%	32
2019 Q1	$4.98M	Buy	47,674 +3,089	+7%	+$312K	0.86%	25
2018 Q4	$4.08M	Buy	44,585 +2,195	+5%	+$218K	0.85%	25
2018 Q3	$4.53M	Buy	+42,390	New	+$4.48M	1.11%	19
2015 Q3	–	Sell	-9,182	Closed	-$732K	–	623
2015 Q2	$732K	Sell	9,182 -9,698	-51%	-$795K	0.58%	31
2015 Q1	$1.53M	Sell	18,880 -35	-0.2%	-$2.81K	1.15%	8
2014 Q4	$1.51M	Buy	18,915 +5,002	+36%	+$389K	1.24%	8
2014 Q3	$1.05M	Buy	13,913 +7,102	+104%	+$545K	0.78%	19
2014 Q2	$522K	Buy	6,811 +1,065	+19%	+$78.9K	0.34%	68
2014 Q1	$419K	Buy	+5,746	New	+$410K	0.31%	81

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

B. Riley Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2022, buying an estimated $437K and bringing the position to 32,221 shares worth $4.33M. The position accounts for 0.45% of the portfolio, ranked #49.

B. Riley Wealth Management first reported a position in RSP in Q1 2014 and has held it in 22 quarters since. The position peaked at $7.33M in Q2 2021. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

B. Riley Wealth Management held 32,221 shares of Invesco S&P 500 Equal Weight ETF worth $4.33M as of Q2 2022.
B. Riley Wealth Management bought 2,985 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $437K.
Invesco S&P 500 Equal Weight ETF made up 0.45% of B. Riley Wealth Management's portfolio in Q2 2022, its #49 holding.
B. Riley Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and has held it in 22 quarters since.
B. Riley Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $7.33M in Q2 2021.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

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