Heartwood Wealth Advisors LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1794935
RICHMOND, VA
All Filings in KBWY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $2,246,450 | 147,019 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 KBWY | $1,970,596 | 127,712 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 KBWY | $1,877,841 | 117,733 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 KBWY | $1,709,001 | 108,646 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||