Archford Capital Strategies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-600	Closed	-$23K	–	447
2019 Q2	$23K	Hold	600	–	–	0.01%	338
2019 Q1	$23K	Hold	600	–	–	0.01%	323
2018 Q4	$20K	Hold	600	–	–	0.01%	322
2018 Q3	$23K	Hold	600	–	–	0.01%	343
2018 Q2	$23K	Buy	+600	New	+$22.1K	0.01%	352

Other funds holding RDIV

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Archford Capital Strategies's RDIV Position: Q3 2019 in Review

Archford Capital Strategies sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2019, closing a stake of 600 shares — an estimated $23K sold.

Archford Capital Strategies first reported a position in RDIV in Q2 2018 and held it in 5 quarters. The position peaked at $23K in Q2 2019. 108 funds tracked by Wall St. Rank hold RDIV as of Q3 2019.

Archford Capital Strategies reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 600 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2019, an estimated $23K.
Archford Capital Strategies first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2018 and held it in 5 quarters.
Archford Capital Strategies's Invesco S&P Ultra Dividend Revenue ETF position peaked at $23K in Q2 2019.
108 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.