B. Riley Wealth Advisors, Inc. BUXX β€” EA SERIES TRUST

Ownership history in B. Riley Wealth Advisors, Inc.  Β·  4 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported EA SERIES TRUST (BUXX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows BUXX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BUXX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUXX stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held BUXX β€” position size vs. price
% of Fund (quarterly)    BUXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 88,727 +28,031 +46.2% 0.10% $1.8M 2026-07-14 $20.23
2026 Q1 ADDED β€” β€” β€” 60,696 +28,650 +89.4% 0.08% $1.2M 2026-04-27 $20.06
2025 Q4 ADDED β€” β€” β€” 32,046 +8,886 +38.4% 0.03% $649K 2026-02-17 $19.93
2025 Q3 INITIATED β€” β€” β€” 23,160 β€” β€” 0.02% $470K 2025-10-31 $19.68

🏒 Other funds also holding BUXX

As of 2026 Q2 β€” sorted by position size

OxenFree Capital LLC 3.72% TCP Asset Management, LLC 3Y 0.25% Cannon Advisors, Inc. 0.17% HIGHLINE WEALTH PARTNERS LLC 0.03% TECTONIC ADVISORS LLC 3Y 0.01% Trilogy Capital Inc. 3Y 7Y 0.01%

FAQ About B. Riley Wealth Advisors, Inc. and BUXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning BUXX?

B. Riley Wealth Advisors, Inc. reported BUXX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BUXX position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BUXX was 0.10% in 2026 Q2.

What is the latest reported BUXX position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 88,727 shares, equal to 0.10% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BUXX ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly BUXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their BUXX position?

Based on 13F filing dates vs. subsequent BUXX price moves, B. Riley Wealth Advisors, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BUXX relative to SPY over the holding period was -10.5%.

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