B. Riley Wealth Advisors, Inc.
Position in KBWD — Invesco KBW High Dividend Yield Financial ETF
CIK 1464811
MEMPHIS, TN
All Filings in KBWD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWD | $309,098 | 24,649 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 KBWD | $335,530 | 24,563 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 KBWD | $332,134 | 24,548 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 KBWD | $341,840 | 24,646 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 KBWD | $381,913 | 26,430 | Shares | Sole | 2026-08-28 | |
| 2022-06-30 KBWD | $204,297 | 12,442 | Shares | Other | 2022-08-12 | |
| 2022-03-31 KBWD | $242,718 | 12,428 | Shares | Other | 2022-05-02 | |
| 2021-12-31 KBWD | $499,983 | 24,654 | Shares | Other | 2022-01-28 | |
| 2021-09-30 KBWD | $465,236 | 22,873 | Shares | Other | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||