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Invesco Exchng Traded Fd Tr s&p smlcap hig shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p smlcap hig (XSHD) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Invesco Exchng Traded Fd Tr s&p smlcap hig

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p smlcap hig held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p smlcap hig by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 132k 13.42
2025-06-30 $1.6M 122k 13.46

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Invesco Exchng Traded Fd Tr s&p smlcap hig

LPL Financial
Concord Wealth Partners
Concord Asset Management
Heartwood Wealth Advisors
Cetera Investment Advisers
Investors Research Corp
Cowa
Capital Investment Advisory Services
Kingsview Wealth Management
IHT Wealth Management
Tower Research Capital
Raymond James Financial
Susquehanna International
Ashton Thomas Private Wealth
Global Retirement Partners

View all funds holding Invesco Exchng Traded Fd Tr s&p smlcap hig