HWMA
QLTA icon

Heritage Wealth Management (Arizona)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.69K Buy
58
+29
+100% +$1.33K ﹤0.01% 951
2022
Q3 		$1K Buy
+29
New +$1.4K ﹤0.01% 962

Other funds holding QLTA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return