INVESCO EXCH TRADED FD TR II

Ticker: PWZ CUSIP: 46138E206 Class: ETF

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 8,432 Value ($000) $211 Avg Close — Range —
Q2 2024
Shares 8,272 Value ($000) $204 Avg Close — Range —
Q1 2024
Shares 8,118 Value ($000) $202 Avg Close — Range —