HWA
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Heartwood Wealth Advisors’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Heartwood Wealth Advisors’s Portfolio XSHD Stock Details XSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.77M Buy
2025
Q2 		$1.64M Buy