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

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSHD

# of Institutions

35

Shares Held

848K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

145K
Shares

$1.98 Million
0.0% of portfolio
Concord Asset Management, Llc/Va Abingdon, VA

102K
Shares

$1.39 Million
0.29% of portfolio
Concord Wealth Partners

97.3K
Shares

$1.33 Million
0.23% of portfolio
Cetera Investment Advisers Schaumburg, IL

85K
Shares

$1.16 Million
0.0% of portfolio
Two Sigma Investments, LP New York, NY

49.9K
Shares

$682,269
0.0% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHD
Sector ETFs
Industry ETFs

More about XSHD

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