Atlas Legacy Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Atlas Legacy Advisors’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 Q2	$410K	Sell	7,077 -78	-1%	-$4.45K	0.06%	162
2026 Q1	$398K	Sell	7,155 -36	-0.5%	-$1.98K	0.07%	143
2025 Q4	$374K	Sell	7,191 -17	-0.2%	-$890	0.07%	153
2025 Q3	$376K	Sell	7,208 -180	-2%	-$9.07K	0.07%	144
2025 Q2	$354K	Sell	7,388 -37	-0.5%	-$1.72K	0.08%	138
2025 Q1	$362K	Sell	7,425 -51	-0.7%	-$2.5K	0.09%	131
2024 Q4	$361K	Buy	+7,476	New	+$376K	0.09%	129

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atlas Legacy Advisors's RDIV Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 1.1% in Q2 2026, selling an estimated $4.45K and leaving 7,077 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #162.

Atlas Legacy Advisors first reported a position in RDIV in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Atlas Legacy Advisors held 7,077 shares of Invesco S&P Ultra Dividend Revenue ETF worth $410K as of Q2 2026.
Atlas Legacy Advisors sold 78 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $4.45K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #162 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2024 and has held it in 7 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.