Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$978K Buy
17,574
+3,928
+29% +$217K ﹤0.01% 2193
2025
Q4 		$710K Buy
13,646
+465
+4% +$24.3K ﹤0.01% 2406
2025
Q3 		$687K Buy
13,181
+59
+0.4% +$2.97K ﹤0.01% 2370
2025
Q2 		$628K Buy
13,122
+1,112
+9% +$51.7K ﹤0.01% 2342
2025
Q1 		$586K Buy
12,010
+123
+1% +$6.04K ﹤0.01% 2278
2024
Q4 		$574K Buy
11,887
+198
+2% +$9.95K ﹤0.01% 2305
2024
Q3 		$584K Sell
11,689
-1,716
-13% -$82.4K ﹤0.01% 2282
2024
Q2 		$601K Sell
13,405
-191
-1% -$8.56K ﹤0.01% 2148
2024
Q1 		$623K Sell
13,596
-3,863
-22% -$168K ﹤0.01% 2082
2023
Q4 		$763K Buy
17,459
+117
+0.7% +$4.54K ﹤0.01% 1838
2023
Q3 		$645K Sell
17,342
-3,201
-16% -$127K ﹤0.01% 1885
2023
Q2 		$804K Sell
20,543
-1,356
-6% -$53.2K ﹤0.01% 1762
2023
Q1 		$901K Sell
21,899
-21,471
-50% -$944K ﹤0.01% 1639
2022
Q4 		$1.89M Buy
43,370
+16,982
+64% +$727K 0.01% 1104
2022
Q3 		$995K Buy
26,388
+938
+4% +$39.2K 0.01% 1487
2022
Q2 		$1.05M Sell
25,450
-5,427
-18% -$234K 0.01% 1448
2022
Q1 		$1.35M Sell
30,877
-87,024
-74% -$3.69M 0.01% 1378
2021
Q4 		$4.97M Buy
117,901
+68,138
+137% +$2.76M 0.02% 648
2021
Q3 		$1.94M Sell
49,763
-30,192
-38% -$1.22M 0.01% 1117
2021
Q2 		$3.3M Buy
79,955
+4,065
+5% +$170K 0.02% 844
2021
Q1 		$3.02M Buy
75,890
+26,897
+55% +$1.01M 0.02% 801
2020
Q4 		$1.66M Sell
48,993
-12,796
-21% -$399K 0.01% 1026
2020
Q3 		$1.66M Sell
61,789
-114,129
-65% -$3.22M 0.01% 905
2020
Q2 		$4.84M Sell
175,918
-24,472
-12% -$647K 0.04% 452
2020
Q1 		$4.65M Sell
200,390
-59,887
-23% -$2.02M 0.04% 382
2019
Q4 		$10.3M Sell
260,277
-48,817
-16% -$1.87M 0.08% 247
2019
Q3 		$11.7M Buy
+309,094
New +$11.4M 0.1% 200
2019
Q2 		– Sell
-331,687
Closed -$12.6M – 2316
2019
Q1 		$12.6M Buy
331,687
+51,037
+18% +$1.88M 0.12% 171
2018
Q4 		$9.4M Buy
280,650
+64,604
+30% +$2.38M 0.1% 194
2018
Q3 		$8.33M Buy
216,046
+165,388
+326% +$6.42M 0.08% 246
2018
Q2 		$1.94M Buy
50,658
+4,573
+10% +$169K 0.02% 660
2018
Q1 		$1.62M Sell
46,085
-5,615
-11% -$202K 0.02% 702
2017
Q4 		$1.89M Buy
51,700
+3,470
+7% +$123K 0.02% 610
2017
Q3 		$1.68M Buy
48,230
+8,500
+21% +$286K 0.02% 592
2017
Q2 		$1.34M Buy
39,730
+2,078
+6% +$70.4K 0.02% 669
2017
Q1 		$1.31M Sell
37,652
-16,854
-31% -$587K 0.02% 623
2016
Q4 		$1.87M Buy
54,506
+41,079
+306% +$1.36M 0.04% 457
2016
Q3 		$441K Buy
13,427
+2,791
+26% +$91.6K 0.01% 1106
2016
Q2 		$336K Buy
10,636
+2,679
+34% +$81.1K 0.01% 1124
2016
Q1 		$241K Sell
7,957
-8,038
-50% -$222K 0.01% 1295
2015
Q4 		$442K Buy
15,995
+2,004
+14% +$57.3K 0.01% 906
2015
Q3 		$388K Buy
+13,991
New +$402K 0.01% 897

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cambridge Investment Research Advisors's RDIV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 29% in Q1 2026, buying an estimated $217K and bringing the position to 17,574 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Cambridge Investment Research Advisors first reported a position in RDIV in Q3 2015 and has held it in 42 quarters since. The position peaked at $12.6M in Q1 2019. 126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

  • Cambridge Investment Research Advisors held 17,574 shares of Invesco S&P Ultra Dividend Revenue ETF worth $978K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,928 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2026, an estimated $217K.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2193 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2015 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $12.6M in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.