APW
RDIV icon

Aventura Private Wealth’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Aventura Private Wealth’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 		$15.3K Sell
264
-312
-54% -$17.8K ﹤0.01% 526
2026
Q1 		$32.1K Hold
576
– – 0.01% 382
2025
Q4 		$30K Hold
576
– – 0.01% 355
2025
Q3 		$30K Hold
576
– – 0.01% 354
2025
Q2 		$27.6K Sell
576
-577
-50% -$26.8K 0.01% 340
2025
Q1 		$56.3K Hold
1,153
– – 0.03% 257
2024
Q4 		$55.6K Buy
+1,153
New +$58K 0.03% 247

Other funds holding RDIV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return