B. Riley Wealth Advisors, Inc. MUNI — PIMCO ETF TR

Ownership history in B. Riley Wealth Advisors, Inc.  ·  12 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported PIMCO ETF TR (MUNI) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows MUNI at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUNI 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 PIMCO ETF TR, 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
2025 Q3

MUNI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

MUNI stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held MUNI — position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 48.9% +1.4% ❌ 9,200 -8,800 -48.9% 0.02% $481K 2025-10-31 $51.56
2025 Q2 ADDED — — — 18,000 +445 +2.5% 0.04% $924K 2025-08-19 $49.93
2024 Q4 REDUCED 28.8% +0.2% ❌ 17,555 -7,099 -28.8% 0.03% $911K 2025-02-25 $50.12
2024 Q3 ADDED — — — 24,654 +2 +0.0% 0.04% $1.3M 2024-12-13 $49.65
2024 Q2 ADDED — — — 24,652 +3,352 +15.7% 0.03% $1.3M 2024-08-19 $49.46
2024 Q1 REDUCED 13.6% -0.1% ✅ 21,300 -3,350 -13.6% 0.03% $1.1M 2024-05-16 $48.72
2023 Q4 ADDED — — — 24,650 +3,350 +15.7% 0.04% $1.3M 2024-03-15 $48.68
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUNI

As of 2026 Q1 — sorted by position size

PW ADVISORS, LLC \ FL 11.21% Avant Financial Advisors LLC 4.7% Shotwell Rutter Baer Inc 4.26% Altura Wealth Advisors Inc. 3Y 3.94% Smith Partners Wealth Management, LLC 3.81% Crestmont Private Wealth LLC 3Y 3.3% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 3.27% Austin Wealth Management, LLC 2.89% KEYVANTAGE WEALTH, LLC 2.75% Stonebridge Financial Group, LLC 2.61%

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

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 MUNI?

B. Riley Wealth Advisors, Inc. reported MUNI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for MUNI was 0.04% in 2025 Q2.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 9,200 shares, equal to 0.02% of portfolio, with an estimated market value of $481K.

What does the chart on this MUNI ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly MUNI 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 MUNI position?

Based on 13F filing dates vs. subsequent MUNI price moves, B. Riley Wealth Advisors, Inc. correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on MUNI relative to SPY over the holding period was -14.0%.

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