B. Riley Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

B. Riley Wealth 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
2022 Q3	–	Sell	-10,740	Closed	-$444K	–	1513
2022 Q2	$444K	Buy	10,740 +1	+0%	+$43	0.02%	711
2022 Q1	$471K	Hold	10,739	–	–	0.02%	784
2021 Q4	$453K	Hold	10,739	–	–	0.01%	868
2021 Q3	$419K	Buy	10,739 +1,691	+19%	+$68.1K	0.01%	870
2021 Q2	$374K	Sell	9,048 -400	-4%	-$16.7K	0.01%	910
2021 Q1	$376K	Sell	9,448 -100	-1%	-$3.75K	0.01%	874
2020 Q4	$323K	Buy	+9,548	New	+$297K	0.02%	714

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

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

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

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

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

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

B. Riley Wealth Advisors's RDIV Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2022, closing a stake of 10,740 shares — an estimated $444K sold.

B. Riley Wealth Advisors first reported a position in RDIV in Q4 2020 and held it in 7 quarters. The position peaked at $471K in Q1 2022. 103 funds tracked by Wall St. Rank hold RDIV as of Q3 2022.

B. Riley Wealth Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,740 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2022, an estimated $444K.
B. Riley Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2020 and held it in 7 quarters.
B. Riley Wealth Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $471K in Q1 2022.
103 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.