Heritage Wealth Management (Arizona)’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$48.4K	Buy	1,212 +606	+100%	+$24.4K	0.01%	504
2022 Q3	$22K	Hold	606	–	–	0.01%	516
2022 Q2	$23.4K	Hold	606	–	–	0.01%	515
2022 Q1	$28K	Buy	+606	New	+$28K	0.01%	550
2021 Q3	$28K	Hold	606	–	–	0.01%	515
2021 Q2	$29K	Buy	+606	New	+$27.7K	0.01%	516

Other funds holding PSCT

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

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

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

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

HIM

Harbour Investment Management Edmonds, Washington $184M AUM 15.23% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 100% in Q4 2022, buying an estimated $24.4K and bringing the position to 1,212 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #504.

Heritage Wealth Management (Arizona) first reported a position in PSCT in Q2 2021 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold PSCT as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,212 shares of Invesco S&P SmallCap Information Technology ETF worth $48.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 606 Invesco S&P SmallCap Information Technology ETF shares in Q4 2022, an estimated $24.4K.
Invesco S&P SmallCap Information Technology ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #504 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2021 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2022.

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