Ameritas Advisory Services’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Ameritas Advisory Services’s Portfolio RDIV Stock Details RDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-221	Closed	-$10.6K	–	2749
2025 Q2	$10.6K	Buy	+221	New	+$10.3K	﹤0.01%	1990
2023 Q2	–	Sell	-1,450	Closed	-$59.6K	–	2086
2023 Q1	$59.6K	Buy	+1,450	New	+$63.8K	﹤0.01%	1203

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ameritas Advisory Services's RDIV Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2025, closing a stake of 221 shares — an estimated $10.6K sold.

Ameritas Advisory Services first reported a position in RDIV in Q1 2023 and held it in 2 quarters. The position peaked at $59.6K in Q1 2023. 120 funds tracked by Wall St. Rank hold RDIV as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 221 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2025, an estimated $10.6K.
Ameritas Advisory Services first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Invesco S&P Ultra Dividend Revenue ETF position peaked at $59.6K in Q1 2023.
120 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.