Concord Asset Management, LLC/VA
Position in XSHD — Invesco S&P SmallCap High Dividend Low Volatility ETF
CIK 2031885
ABINGDON, VA
All Filings in XSHD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSHD | $2,330,939 | 177,636 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 XSHD | $1,882,262 | 146,937 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 XSHD | $1,916,040 | 142,775 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 XSHD | $1,857,143 | 137,934 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 XSHD | $1,414,788 | 101,930 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 XSHD | $1,095,484 | 75,291 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 XSHD | $587,460 | 38,122 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 XSHD | $468,326 | 32,773 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 XSHD | $426,979 | 27,690 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||