Aspiriant LLC
RDIV icon

Aspiriant LLC’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Aspiriant LLC’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
2026
Q3 		$768K Hold
13,430
– – 0.02% 202
2026
Q2 		$779K Hold
13,430
– – 0.02% 196
2026
Q1 		$748K Hold
13,430
– – 0.02% 181
2025
Q4 		$699K Hold
13,430
– – 0.02% 184
2025
Q3 		$700K Buy
+13,430
New +$676K 0.02% 177

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Kingswood Wealth Advisors
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Concurrent Investment Advisors
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Simplicity Wealth
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Herold Advisors
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IFP Advisors
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Englebert Financial Advisers
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Sagespring Wealth Partners
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Aspiriant LLC's RDIV Position: Q3 2026 in Review

Aspiriant LLC held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q3 2026 at 13,430 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #202.

Aspiriant LLC first reported a position in RDIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $779K in Q2 2026. 21 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

  • Aspiriant LLC held 13,430 shares of Invesco S&P Ultra Dividend Revenue ETF worth $768K as of Q3 2026.
  • Aspiriant LLC left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #202 holding.
  • Aspiriant LLC first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2025 and has held it in 5 quarters since.
  • Aspiriant LLC's Invesco S&P Ultra Dividend Revenue ETF position peaked at $779K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.