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

B. Riley Wealth Management’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
2021
Q1 		– Sell
-12,500
Closed -$423K – 472
2020
Q4 		$423K Buy
+12,500
New +$389K 0.05% 229
2019
Q2 		– Sell
-10,300
Closed -$390K – 427
2019
Q1 		$390K Buy
+10,300
New +$379K 0.07% 246

Other funds holding RDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's RDIV Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2021, closing a stake of 12,500 shares — an estimated $423K sold.

B. Riley Wealth Management first reported a position in RDIV in Q1 2019 and held it in 2 quarters. The position peaked at $423K in Q4 2020. 91 funds tracked by Wall St. Rank hold RDIV as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 12,500 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2021, an estimated $423K.
  • B. Riley Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2019 and held it in 2 quarters.
  • B. Riley Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $423K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.