Baldwin Wealth Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Baldwin Wealth Partners’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
2018 Q4	–	Sell	-1,504	Closed	-$58K	–	535
2018 Q3	$58K	Hold	1,504	–	–	0.01%	296
2018 Q2	$57K	Hold	1,504	–	–	0.01%	299
2018 Q1	$53K	Hold	1,504	–	–	0.01%	284
2017 Q4	$55K	Hold	1,504	–	–	0.01%	291
2017 Q3	$52K	Hold	1,504	–	–	0.01%	288
2017 Q2	$51K	Buy	+1,504	New	+$50.9K	0.01%	296

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baldwin Wealth Partners's RDIV Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2018, closing a stake of 1,504 shares — an estimated $58K sold.

Baldwin Wealth Partners first reported a position in RDIV in Q2 2017 and held it in 6 quarters. The position peaked at $58K in Q3 2018. 88 funds tracked by Wall St. Rank hold RDIV as of Q4 2018.

Baldwin Wealth Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 1,504 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2018, an estimated $58K.
Baldwin Wealth Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2017 and held it in 6 quarters.
Baldwin Wealth Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $58K in Q3 2018.
88 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.