B. Riley Wealth Advisors, Inc.
Position in ACV — Virtus Diversified Income & Convertible Fund
CIK 1464811
MEMPHIS, TN
Position in ACV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$716,038
+$103,168 QoQ
Shares Held
25,266
+0.2% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#14
of 40 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. ACV ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in ACV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,038 | 25,266 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $612,870 | 25,221 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $645,919 | 24,569 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $591,341 | 24,537 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $560,438 | 24,484 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $545,567 | 24,855 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $534,010 | 24,884 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $539,476 | 25,423 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $564,238 | 23,559 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $516,548 | 24,621 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $439,610 | 23,559 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $433,566 | 21,700 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $398,230 | 20,623 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $360,917 | 19,446 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $343,611 | 19,579 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $319,913 | 16,389 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $407,810 | 16,024 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $533,253 | 16,535 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $417,571 | 12,325 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $421,952 | 12,160 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $376,877 | 11,991 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||