Heartwood Wealth Advisors LLC
Position in XSHD — Invesco S&P SmallCap High Dividend Low Volatility ETF
CIK 1794935
RICHMOND, VA
All Filings in XSHD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSHD | $2,313,054 | 176,273 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 XSHD | $1,844,614 | 143,998 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 XSHD | $1,772,701 | 132,094 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 XSHD | $1,639,336 | 121,757 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||