Heartwood Wealth Advisors LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 143,998 shares of XSHD stock, worth $1.83 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
143,998
Previous 132,094 9.01%
Holding current value
$1.83 Million
Previous $1.77 Million 3.16%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$12.64 - $13.49 $150,466 - $160,584
11,904 Added 9.01%
143,998 $1.83 Million
Q3 2025

Oct 06, 2025
BUY
$12.91 - $13.87 $133,450 - $143,374
10,337 Added 8.49%
132,094 $1.77 Million
Q2 2025

Jul 08, 2025
BUY
$12.13 - $13.94 $1.48 Million - $1.7 Million
121,757 New
121,757 $1.64 Million

Others Institutions Holding XSHD

# of Institutions
33
Shares Held
1.02M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHD Quotes by TradingView
  • Ticker XSHD
  • Sector ETFs
  • Industry ETFs
More about XSHD
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