B. Riley Wealth Advisors 13F: Adds $6.6M to QQQ Stake

The firm added 8,861 shares, growing its position by 30.3%.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:41 PM EDT · Updated Oct 15, 2026, 9:44 PM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 8,861 shares to its stake in Invesco QQQ Trust ($QQQ), a 30.27% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 38,131 shares worth $28.21 million at the end of the quarter.

Since the filing, $QQQ is down 4.5% to date (from the $743.57 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

QQQ Invesco QQQ Trust

$709.80 +16.16% year to date

Daily close · Oct 16, 2026

Key Points

B. Riley Wealth Advisors increased its holdings in Invesco QQQ Trust by 30.3%, adding 8,861 shares to hold a total of 38,131 shares.
Invesco QQQ Trust, trading on NasdaqGM, has a P/E ratio of 30.2 and a 52-week range between $555.60 and $748.65.
The trust offers a dividend yield of 0.42%, with no recent insider transactions or analyst ratings reported.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Invesco QQQ Trust alert may contain errors. Disclosures

B. Riley Wealth Advisors has increased its stake in the Invesco QQQ Trust (NasdaqGM: QQQ), according to its latest SEC filing. The firm added 8,861 shares, boosting its holdings by 30.3% to a total of 38,131 shares valued at approximately $28.2 million as of the reporting period.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical

All-time return +6.64% S&P 500 +4.87%

vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' Invesco QQQ Trust Position

B. Riley Wealth Advisors grew its position in Invesco QQQ Trust by 30.3%. The firm added 8,861 shares, bringing its total to 38,131 shares. This move increased the value of its holdings to about $28.2 million.

Invesco QQQ Trust Stock Down 2.5%

Invesco QQQ Trust, which is listed on the NasdaqGM, has a P/E ratio of 30.2. It has traded between $555.60 and $748.65 over the past 52 weeks. The trust's 50-day moving average is $710.27, and its 200-day moving average is $663.20. At the close of the market on Friday, the previous close was $720.70.

Dividend

Invesco QQQ Trust offers a dividend yield of 0.42%. This provides investors with a modest income stream in addition to any capital appreciation.

About Invesco QQQ Trust

The Invesco QQQ Trust aims to mirror the performance of the NASDAQ-100 Index by adjusting its security composition and weights to match the index. This involves periodic rebalancing to reflect the index's changes. The trust is designed to provide investors with exposure to a broad range of non-financial companies listed on the NASDAQ.

Bottom Line

B. Riley Wealth Advisors' decision to increase its stake in the Invesco QQQ Trust by over 30% highlights its confidence in the fund's potential. As a widely-followed exchange-traded fund (ETF) that tracks the NASDAQ-100 Index, the QQQ offers exposure to leading non-financial companies. Keep in mind that 13F filings reflect past positions and may not indicate current holdings.

More on this

Source: B. Riley Wealth Advisors's 13F filing on $QQQ (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts