Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$17.8K	Buy	226 +113	+100%	+$8.97K	﹤0.01%	683
2022 Q3	$8K	Hold	113	–	–	﹤0.01%	690
2022 Q2	$8.45K	Hold	113	–	–	﹤0.01%	688
2022 Q1	$10K	Buy	+113	New	+$11.3K	﹤0.01%	712
2021 Q3	$12K	Hold	113	–	–	﹤0.01%	634
2021 Q2	$13K	Buy	+113	New	+$13.1K	﹤0.01%	629

Other funds holding PSCD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) stake by 100% in Q4 2022, buying an estimated $8.97K and bringing the position to 226 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Heritage Wealth Management (Arizona) first reported a position in PSCD in Q2 2021 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold PSCD as of Q4 2022.

Heritage Wealth Management (Arizona) held 226 shares of Invesco S&P SmallCap Consumer Discretionary ETF worth $17.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 113 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q4 2022, an estimated $8.97K.
Invesco S&P SmallCap Consumer Discretionary ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #683 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2021 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q4 2022.

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