CIBC Private Wealth Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

CIBC Private Wealth 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
2025 Q4	$704K	Hold	13,534	–	–	﹤0.01%	778
2025 Q3	$705K	Hold	13,534	–	–	﹤0.01%	773
2025 Q2	$648K	Hold	13,534	–	–	﹤0.01%	770
2025 Q1	$574K	Hold	13,534	–	–	﹤0.01%	769
2024 Q4	$654K	Hold	13,534	–	–	﹤0.01%	796
2024 Q3	$676K	Hold	13,534	–	–	﹤0.01%	782
2024 Q2	$607K	Hold	13,534	–	–	﹤0.01%	772
2024 Q1	$616K	Buy	13,534 +700	+5%	+$30.4K	﹤0.01%	775
2023 Q4	$561K	Sell	12,834 -665	-5%	-$25.8K	﹤0.01%	769
2023 Q3	$502K	Buy	13,499 +665	+5%	+$26.3K	﹤0.01%	749
2023 Q2	$502K	Hold	12,834	–	–	﹤0.01%	693
2023 Q1	$528K	Hold	12,834	–	–	﹤0.01%	695
2022 Q4	$559	Hold	12,834	–	–	﹤0.01%	790
2022 Q3	$484K	Hold	12,834	–	–	﹤0.01%	710
2022 Q2	$530K	Hold	12,834	–	–	﹤0.01%	697
2022 Q1	$563K	Buy	+12,834	New	+$545K	﹤0.01%	725
2018 Q3	–	Sell	-368	Closed	-$14K	–	1546
2018 Q2	$14K	Buy	+368	New	+$13.6K	﹤0.01%	1491

Other funds holding RDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CIBC Private Wealth Group's RDIV Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q4 2025 at 13,534 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

CIBC Private Wealth Group first reported a position in RDIV in Q2 2018 and has held it in 17 quarters since. The position peaked at $705K in Q3 2025. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2025.

CIBC Private Wealth Group held 13,534 shares of Invesco S&P Ultra Dividend Revenue ETF worth $704K as of Q4 2025.
CIBC Private Wealth Group left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q4 2025.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #778 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2018 and has held it in 17 quarters since.
CIBC Private Wealth Group's Invesco S&P Ultra Dividend Revenue ETF position peaked at $705K in Q3 2025.
125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.