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The Growth and Diversification of B. Riley Wealth Management Q1 2022 to Q2 2022

Ava Hoppe | 2 May, 2023

B. Riley Wealth Management, Inc. has had an impressive year, with their Q1 2022 to Q2 2022 13F Holdings Comparison showcasing the company's growth and diversification. The fund has made significant changes to their holdings, investing in a range of companies across different sectors, and expanding their portfolio. In this article, we will take a closer look at B. Riley Wealth Management's Q1 2022 to Q2 2022 performance and the companies they have invested in.

One of the most significant changes in B. Riley Wealth Management's holdings is their investment in the SPDR SER TR. In Q1 2022, the fund had no shares in SPDR SER TR. However, by Q2 2022, they had invested in 180,670, worth $16,111,350. This investment shows the fund's newfound interest in the exchange-traded funds sector and how they're diversifying their portfolio to invest in different types of securities.

Another notable investment made by B. Riley Wealth Management is in INVESCO ACTIVELY MNGD ETC FD. In Q1 2022, the fund held 320,918 shares worth $5,661,000. But by Q2 2022, they significantly increased their position, investing in 1,066,171 shares worth $12,963,687. With this investment, the fund has diversified its portfolio by investing in actively managed exchange-traded funds.

In Q2 2022, B. Riley Wealth Management made substantial investments in VANGUARD MALVERN FDS as well. Compared to Q1 2022 when the fund had 32,244 shares worth $1,651,000 in this company, the second quarter saw them invest in 325,946 shares worth $6,723,475. This investment shows the fund's desire to invest in companies that have a stable history of growth, and who is poised for growth in the future.

Apart from the abovementioned companies, B. Riley Wealth Management invested in other well-known companies such as MICROSOFT CORP, APPLE INC, JOHNSON & JOHNSON, and BERKSHIRE HATHAWAY INC DEL. Additionally, the fund diversified its portfolio with investments in companies across different sectors, such as FEDEX CORP and STARBUCKS CORP.

In conclusion, B. Riley Wealth Management has made significant changes in its holdings in Q1 2022 to Q2 2022, showcasing the growth and diversification of the fund. The notable investments in actively managed exchange-traded funds, well-established companies as well as others in different sectors, reveal the fund's desire to expand its portfolio. With a growing interest in exchange-traded funds, B. Riley Wealth Management is leaving no stone unturned to ensure that its portfolio delivers better returns to its investors.

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