Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$12.1K	Buy	276 +138	+100%	+$6.2K	﹤0.01%	744
2022 Q3	$6K	Hold	138	–	–	﹤0.01%	735
2022 Q2	$6.29K	Hold	138	–	–	﹤0.01%	738
2022 Q1	$7K	Buy	+138	New	+$7.33K	﹤0.01%	761
2021 Q3	$8K	Hold	138	–	–	﹤0.01%	681
2021 Q2	$9K	Buy	+138	New	+$8.59K	﹤0.01%	676

Other funds holding PSCH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 100% in Q4 2022, buying an estimated $6.2K and bringing the position to 276 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Heritage Wealth Management (Arizona) first reported a position in PSCH in Q2 2021 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold PSCH as of Q4 2022.

Heritage Wealth Management (Arizona) held 276 shares of Invesco S&P SmallCap Health Care ETF worth $12.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 138 Invesco S&P SmallCap Health Care ETF shares in Q4 2022, an estimated $6.2K.
Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #744 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2021 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2022.

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