B. Riley Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$85	Buy	+13,548	New	+$94K	﹤0.01%	714

Other funds holding USA

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

B. Riley Wealth Management opened a new position in Liberty All-Star Equity Fund (USA) in Q2 2022: 13,548 shares worth $85. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

B. Riley Wealth Management held 13,548 shares of Liberty All-Star Equity Fund worth $85 as of Q2 2022.
Liberty All-Star Equity Fund was a new B. Riley Wealth Management position in Q2 2022.
Liberty All-Star Equity Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #714 holding.
165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

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