Concord Wealth Partners
Position in XSHD — Invesco S&P SmallCap High Dividend Low Volatility ETF
CIK 1814214
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 | $2,344,652 | 178,681 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 XSHD | $1,885,619 | 147,199 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 XSHD | $1,918,684 | 142,972 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 XSHD | $1,857,143 | 137,934 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 XSHD | $1,350,079 | 97,268 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 XSHD | $1,095,484 | 75,291 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 XSHD | $546,870 | 35,488 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 XSHD | $476,514 | 33,346 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 XSHD | $443,186 | 28,741 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||