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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 8.4k 25.08
2024-06-30 $204k 8.3k 24.67
2024-03-31 $202k 8.1k 24.87

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Miracle Mile Advisors
First Foundation Advisors
Stratos Wealth Partners
Envestnet Asset Management
Gerber Kawasaki Wealth & Investment Management
Bank of America Corporation
EP Wealth Advisors
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
Affinity Capital Advisors
Mariner Wealth Advisors
Hanson McClain Advisors
First American Trust

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun