HWMA
PSMC

Heritage Wealth Management (Arizona)’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PSMC Stock Details PSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$45.2K Buy
3,800
+1,900
+100% +$22.6K 0.01% 513
2022
Q3 		$22K Hold
1,900
– – 0.01% 519
2022
Q2 		$23.1K Hold
1,900
– – 0.01% 518
2022
Q1 		$25K Buy
+1,900
New +$25.5K 0.01% 567
2021
Q3 		$26K Hold
1,900
– – 0.01% 524
2021
Q2 		$26K Buy
+1,900
New +$26K 0.01% 529

Other funds holding PSMC

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Invesco Conservative Multi-Asset Allocation ETF (PSMC) stake by 100% in Q4 2022, buying an estimated $22.6K and bringing the position to 3,800 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #513.

Heritage Wealth Management (Arizona) first reported a position in PSMC in Q2 2021 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold PSMC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,800 shares of Invesco Conservative Multi-Asset Allocation ETF worth $45.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,900 Invesco Conservative Multi-Asset Allocation ETF shares in Q4 2022, an estimated $22.6K.
  • Invesco Conservative Multi-Asset Allocation ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #513 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q2 2021 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q4 2022.

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