Bridgewealth Advisory Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Bridgewealth Advisory Group’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 Q1	$223K	Hold	4,015	–	–	0.05%	120
2025 Q4	$209K	Hold	4,015	–	–	0.05%	118
2025 Q3	$209K	Buy	+4,015	New	+$202K	0.05%	114
2025 Q1	–	Sell	-4,015	Closed	-$200K	–	98
2024 Q4	$200K	Hold	4,015	–	–	0.06%	109
2024 Q3	$201K	Buy	+4,015	New	+$193K	0.07%	86

Other funds holding RDIV

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bridgewealth Advisory Group's RDIV Position: Q1 2026 in Review

Bridgewealth Advisory Group held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q1 2026 at 4,015 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #120.

Bridgewealth Advisory Group first reported a position in RDIV in Q3 2024 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

Bridgewealth Advisory Group held 4,015 shares of Invesco S&P Ultra Dividend Revenue ETF worth $223K as of Q1 2026.
Bridgewealth Advisory Group left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q1 2026.
Invesco S&P Ultra Dividend Revenue ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #120 holding.
Bridgewealth Advisory Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2024 and has held it in 5 quarters since.
126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.