B. Riley Wealth Advisors, Inc.

Position in PTNQ — Pacer Trendpilot 100 ETF

CIK 1464811 MEMPHIS, TN

Back to PTNQ Full portfolio

All Filings in PTNQ

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-12-31 PTNQ	$825,767	11,156	-39.9%	Shares	Sole	2025-02-25
2024-09-30 PTNQ	$1,361,811	18,571	-9.2%	Shares	Sole	2024-12-13
2024-06-30 PTNQ	$1,474,673	20,456	-4.8%	Shares	Sole	2024-08-19
2024-03-31 PTNQ	$1,475,246	21,480	+84.8%	Shares	Sole	2024-05-16
2023-12-31 PTNQ	$759,395	11,624	-45.9%	Shares	Sole	2024-03-15
2023-09-30 PTNQ	$1,319,731	21,480	+0.7%	Shares	Sole	2023-12-01
2023-06-30 PTNQ	$1,323,456	21,322	+104.4%	Shares	Sole	2023-07-27
2023-03-31 PTNQ	$572,612	10,432	0.0%	Shares	Sole	2023-05-17
2022-12-31 PTNQ	$513,567	10,432	0.0%	Shares	Sole	2023-03-15
2022-09-30 PTNQ	$513,567	10,432	+9.4%	Shares	Other	2022-11-22
2022-06-30 PTNQ	$478,887	9,532	+5.5%	Shares	Other	2022-08-12
2022-03-31 PTNQ	$471,741	9,032	-0.1%	Shares	Other	2022-05-02
2021-12-31 PTNQ	$532,970	9,038	-3.1%	Shares	Other	2022-01-28
2021-09-30 PTNQ	$518,918	9,323	+14.2%	Shares	Other	2021-11-16
2021-06-30 PTNQ	$452,093	8,162	+49.6%	Shares	Other	2021-08-10
2021-03-31 PTNQ	$285,894	5,456	-42.0%	Shares	Other	2021-05-13
2020-03-31 PTNQ	$327,433	9,409	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.