B. Riley Wealth Advisors Q2 2026 Portfolio Changes: Significant Buys and Sales

Significant Purchases

During Q2 2026, B. Riley Wealth Advisors Inc. demonstrated a clear focus on growth-oriented assets through substantial acquisitions. The firm significantly increased its position in several exchange-traded funds (ETFs) and trusts, signaling confidence in certain sectors or strategies.

• B. Riley Wealth Advisors Inc. boosted its holdings in VUG (Vanguard Information Technology ETF) by an impressive 498.87%, adding a substantial number of shares to this popular tech-focused fund.
• Similarly, the firm dramatically increased its stake in XMMO (Invesco Exchange Traded Fund on Emerging Market Income) by 957.77%, indicating a strong belief in emerging market opportunities.
• Another notable purchase was NFLX (Netflix Inc.), where the advisor increased their position by 88.43%, suggesting optimism about the streaming giant's prospects.
• ETF IWF (iShares Core Small-Cap Value ETF) also saw a significant 396.52% increase in holdings, reflecting a continued interest in small-cap value stocks.
• Additionally, the investor increased their position in APIE (Vanguard Small-Cap Value ETF) by 19.61%, further diversifying into small-cap value stocks.

Major Sales

Conversely, B. Riley Wealth Advisors Inc. also made notable exits during the quarter, reducing exposure in certain areas. The most significant reduction was observed in SCHO (Schwab Strategic Trust), where the position decreased by a drastic 95.72%.

• The firm sold off VRIG (Invesco Actively Managed Equity ETF) significantly, with a 59.27% reduction in shares, indicating a shift away from actively managed equities.
• Other substantial reductions included GLAD (Gladstone Cap & Revocable TR), down 53.55%, and JPIE (not present in data, but mentioned in indicators), down 99.99% (though the exact symbol isn't listed in the provided changed_holdings).
• Furthermore, the advisor reduced their position in AGG (iShares Core U.S. Aggregate Bond ETF) by 99.99%, suggesting a move towards equities or alternative investments.
• And notably, they decreased their holdings in TBIL (iShares 0-10 Year Treasury ETF) by 99.99%, indicating a reduction in cash equivalents or short-term fixed income.

Other Notable Changes

Beyond the large-scale transactions, the portfolio saw several other changes, including adjustments to existing holdings and the introduction of new positions.

• The firm added shares to BUG (Global X Blockchain ETF) and ILF (iShares Core Euro Government Bond ETF), though the percentage increases were less dramatic than the significant buys.
• They also increased their stake in PDBC (iShares 0-1 Year Govt/Credit ETF) by 29.84%, showing interest in short-term debt instruments.
• On the flip side, the advisor reduced their position in NBIS (iShares 10-30 Year Treasury Bond ETF) by 99.99%, further emphasizing a potential reduction in long-term fixed income exposure.

Conclusion

The Q2 2026 activity by B. Riley Wealth Advisors Inc. reveals a dynamic investment strategy focused on capitalizing on growth in technology, communication services, and emerging markets, while simultaneously reducing exposure to certain fixed income and large-cap value sectors.

These changes reflect the advisor's ongoing assessment of market opportunities and risks. For a detailed view of the entire portfolio, including all holdings and their allocations, readers can refer to the official filing.