Atria Wealth Solutions’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-27,210	Closed	-$1.33M	–	1817
2025 Q1	$1.33M	Sell	27,210 -480	-2%	-$23.6K	0.02%	780
2024 Q4	$1.34M	Buy	27,690 +272	+1%	+$13.7K	0.01%	809
2024 Q3	$1.37M	Sell	27,418 -936	-3%	-$44.9K	0.01%	794
2024 Q2	$1.27M	Buy	28,354 +2,649	+10%	+$119K	0.01%	793
2024 Q1	$1.18M	Buy	25,705 +31	+0.1%	+$1.35K	0.01%	836
2023 Q4	$1.12M	Buy	25,674 +75	+0.3%	+$2.91K	0.01%	815
2023 Q3	$952K	Sell	25,599 -290	-1%	-$11.5K	0.01%	833
2023 Q2	$1.01M	Sell	25,889 -1,451	-5%	-$56.9K	0.01%	828
2023 Q1	$1.12M	Sell	27,340 -1,835	-6%	-$80.7K	0.02%	749
2022 Q4	$1.27M	Sell	29,175 -775	-3%	-$33.2K	0.02%	656
2022 Q3	$1.13M	Sell	29,950 -100	-0.3%	-$4.18K	0.02%	678
2022 Q2	$1.24M	Buy	30,050 +15,372	+105%	+$663K	0.02%	615
2022 Q1	$644K	Buy	+14,678	New	+$623K	0.01%	928

Other funds holding RDIV

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

HWA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's RDIV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2025, closing a stake of 27,210 shares — an estimated $1.33M sold.

Atria Wealth Solutions first reported a position in RDIV in Q1 2022 and held it in 13 quarters. The position peaked at $1.37M in Q3 2024. 116 funds tracked by Wall St. Rank hold RDIV as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 27,210 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2025, an estimated $1.33M.
Atria Wealth Solutions first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Invesco S&P Ultra Dividend Revenue ETF position peaked at $1.37M in Q3 2024.
116 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.