B. Riley Wealth Advisors, Inc.
Position in PUI — Invesco Dorsey Wright Utilities Momentum ETF
CIK 1464811
MEMPHIS, TN
All Filings in PUI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 PUI | $528,955 | 15,710 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 PUI | $466,901 | 15,710 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 PUI | $509,318 | 15,710 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 PUI | $548,132 | 16,510 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 PUI | $571,314 | 16,710 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 PUI | $535,587 | 16,711 | Shares | Other | 2022-11-22 | |
| 2020-03-31 PUI | $421,119 | 14,607 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||