HWMA
GENY

Heritage Wealth Management (Arizona)’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$34.6K Buy
900
+450
+100% +$16.4K ﹤0.01% 559
2022
Q3 		$15K Buy
+450
New +$17.7K ﹤0.01% 594

Other funds holding GENY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GENY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) stake by 100% in Q4 2022, buying an estimated $16.4K and bringing the position to 900 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Heritage Wealth Management (Arizona) first reported a position in GENY in Q3 2022 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold GENY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 900 shares of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF worth $34.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 450 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2022, an estimated $16.4K.
  • Principal Exchange-Traded Funds Principal Millennial Global Growth ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #559 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.