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

Concurrent Investment 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 Q3	$849K	Buy	14,861 +515	+4%	+$31.6K	0.01%	1254
2026 Q2	$832K	Buy	14,346 +82	+0.6%	+$4.67K	0.01%	1111
2026 Q1	$794K	Hold	14,264	–	–	0.01%	976
2025 Q4	$742K	Sell	14,264 -90	-0.6%	-$4.71K	0.01%	963
2025 Q3	$748K	Sell	14,354 -162	-1%	-$8.16K	0.01%	756
2025 Q2	$695K	Buy	+14,516	New	+$675K	0.01%	729

Other funds holding RDIV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's RDIV Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 3.6% in Q3 2026, buying an estimated $31.6K and bringing the position to 14,861 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #1254.

Concurrent Investment Advisors first reported a position in RDIV in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

Concurrent Investment Advisors held 14,861 shares of Invesco S&P Ultra Dividend Revenue ETF worth $849K as of Q3 2026.
Concurrent Investment Advisors bought 515 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2026, an estimated $31.6K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1254 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.