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B. Riley Wealth Management, Inc. Current Holdings: USA Funds

B. Riley Wealth Management, Inc. current holdings: USA Funds

B. Riley Wealth Management, Inc. reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 3 positions, in its Form 13F for the quarter ended 2016-03-31; the largest are PHYSICIANS RLTY TR COM, NUVEEN HGH INC DEC18 TRGT TR COM, APOLLO TACTICAL INCOME FD INC COM.

  • PHYSICIANS RLTY TR COM: Country of operation United States; Class REIT; Shares 97,402; Value $1,809,000.
  • NUVEEN HGH INC DEC18 TRGT TR COM: Country of operation —; Class CEF; Shares 58,916; Value $591,000.
  • APOLLO TACTICAL INCOME FD INC COM: Country of operation United States; Class CEF; Shares 10,000; Value $136,000.

Form 13F-HR as filed (SEC CIK 1599892): quarter ended 2016-03-31, filed 2016-04-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PHYSICIANS RLTY TR COM
CUSIP 71943U104
United StatesREIT97,402$1,809,0002016-03-312016-04-12
NUVEEN HGH INC DEC18 TRGT TR COM
CUSIP 67075P103
CEF58,916$591,0002016-03-312016-04-12
APOLLO TACTICAL INCOME FD INC COM
CUSIP 037638103
United StatesCEF10,000$136,0002016-03-312016-04-12

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