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

Burt 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
2017
Q1 		– Sell
-1,533
Closed -$53K – 378
2016
Q4 		$53K Buy
+1,533
New +$50.6K 0.05% 166

Other funds holding RDIV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Burt Wealth Advisors's RDIV Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2017, closing a stake of 1,533 shares — an estimated $53K sold.

Burt Wealth Advisors first reported a position in RDIV in Q4 2016 and held it in 1 quarter. The position peaked at $53K in Q4 2016. 45 funds tracked by Wall St. Rank hold RDIV as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,533 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2017, an estimated $53K.
  • Burt Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $53K in Q4 2016.
  • 45 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.