B. Riley Wealth Advisors, Inc.
Position in PDP — Invesco Dorsey Wright Momentum ETF
CIK 1464811
MEMPHIS, TN
All Filings in PDP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 PDP | $3,135,753 | 28,877 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 PDP | $2,886,922 | 28,875 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 PDP | $2,766,975 | 25,713 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 PDP | $2,631,890 | 25,488 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 PDP | $2,744,092 | 28,041 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PDP | $3,024,446 | 30,618 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 PDP | $2,515,030 | 29,419 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 PDP | $2,357,279 | 30,618 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 PDP | $2,596,444 | 32,043 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 PDP | $2,667,990 | 35,119 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 PDP | $2,551,689 | 35,914 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 PDP | $2,529,249 | 37,426 | Shares | Other | 2022-11-22 | |
| 2022-06-30 PDP | $2,301,711 | 33,799 | Shares | Other | 2022-08-12 | |
| 2022-03-31 PDP | $2,861,626 | 35,320 | Shares | Other | 2022-05-02 | |
| 2021-12-31 PDP | $3,151,769 | 33,345 | Shares | Other | 2022-01-28 | |
| 2021-09-30 PDP | $3,012,744 | 33,677 | Shares | Other | 2021-11-16 | |
| 2021-06-30 PDP | $3,083,107 | 34,402 | Shares | Other | 2021-08-10 | |
| 2021-03-31 PDP | $3,190,757 | 37,481 | Shares | Other | 2021-05-13 | |
| 2020-12-31 PDP | $3,239,817 | 36,921 | Shares | Other | 2021-02-04 | |
| 2020-09-30 PDP | $2,989,424 | 39,103 | Shares | Other | 2020-11-09 | |
| 2020-06-30 PDP | $2,720,872 | 40,399 | Shares | Other | 2020-07-31 | |
| 2020-03-31 PDP | $2,492,304 | 46,188 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||