Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Cetera Investment Advisers’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 		$4.64M Buy
83,366
+563
+0.7% +$31K ﹤0.01% 1556
2025
Q4 		$4.31M Buy
82,803
+639
+0.8% +$33.4K ﹤0.01% 1565
2025
Q3 		$4.28M Buy
82,164
+48,321
+143% +$2.43M 0.01% 1530
2025
Q2 		$1.62M Sell
33,843
-5,097
-13% -$237K ﹤0.01% 2007
2025
Q1 		$1.9M Sell
38,940
-1,164
-3% -$57.2K ﹤0.01% 1786
2024
Q4 		$1.94M Buy
40,104
+7,523
+23% +$378K ﹤0.01% 1690
2024
Q3 		$1.63M Sell
32,581
-6,197
-16% -$297K ﹤0.01% 1770
2024
Q2 		$1.74M Buy
38,778
+2,908
+8% +$130K ﹤0.01% 1678
2024
Q1 		$1.64M Buy
35,870
+15,397
+75% +$669K ﹤0.01% 1700
2023
Q4 		$895K Sell
20,473
-29,152
-59% -$1.13M 0.01% 1163
2023
Q3 		$1.85M Sell
49,625
-51,756
-51% -$2.05M 0.02% 787
2023
Q2 		$3.97M Sell
101,381
-3,989
-4% -$156K 0.03% 490
2023
Q1 		$4.33M Sell
105,370
-5,439
-5% -$239K 0.04% 440
2022
Q4 		$4.83M Buy
110,809
+5,005
+5% +$214K 0.04% 398
2022
Q3 		$3.99M Sell
105,804
-19,561
-16% -$818K 0.08% 263
2022
Q2 		$5.18M Sell
125,365
-1,015
-0.8% -$43.8K 0.08% 248
2022
Q1 		$5.54M Buy
126,380
+14,419
+13% +$612K 0.08% 261
2021
Q4 		$4.72M Buy
111,961
+10,096
+10% +$409K 0.07% 290
2021
Q3 		$3.97M Sell
101,865
-7,933
-7% -$319K 0.06% 318
2021
Q2 		$4.53M Sell
109,798
-1,294
-1% -$54K 0.07% 279
2021
Q1 		$4.42M Sell
111,092
-5,040
-4% -$189K 0.09% 252
2020
Q4 		$3.92M Buy
116,132
+18,487
+19% +$576K 0.08% 275
2020
Q3 		$2.63M Sell
97,645
-6,686
-6% -$189K 0.22% 116
2020
Q2 		$2.87M Sell
104,331
-22,699
-18% -$600K 0.27% 100
2020
Q1 		$2.95M Sell
127,030
-73,388
-37% -$2.48M 0.36% 73
2019
Q4 		$7.91M Buy
200,418
+12,766
+7% +$490K 0.79% 21
2019
Q3 		$7.08M Buy
187,652
+15,318
+9% +$565K 0.86% 18
2019
Q2 		$6.49M Buy
172,334
+34,500
+25% +$1.3M 0.84% 20
2019
Q1 		$5.23M Buy
137,834
+41,444
+43% +$1.52M 0.74% 26
2018
Q4 		$3.23M Sell
96,390
-28,608
-23% -$1.05M 0.53% 46
2018
Q3 		$4.82M Buy
124,998
+28,578
+30% +$1.11M 0.69% 29
2018
Q2 		$3.69M Buy
96,420
+45,785
+90% +$1.69M 0.65% 36
2018
Q1 		$1.77M Buy
+50,635
New +$1.83M 0.33% 79

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

Cetera Investment Advisers's RDIV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 0.68% in Q1 2026, buying an estimated $31K and bringing the position to 83,366 shares worth $4.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Cetera Investment Advisers first reported a position in RDIV in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.91M in Q4 2019. 126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

  • Cetera Investment Advisers held 83,366 shares of Invesco S&P Ultra Dividend Revenue ETF worth $4.64M as of Q1 2026.
  • Cetera Investment Advisers bought 563 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2026, an estimated $31K.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1556 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2018 and has held it in 33 quarters since.
  • Cetera Investment Advisers's Invesco S&P Ultra Dividend Revenue ETF position peaked at $7.91M in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.