Creative Financial Designs’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Creative Financial Designs’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	$316K	Buy	+5,537	New	+$340K	0.01%	535

Other funds holding RDIV

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Creative Financial Designs's RDIV Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2026: 5,537 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings.

83 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

Creative Financial Designs held 5,537 shares of Invesco S&P Ultra Dividend Revenue ETF worth $316K as of Q3 2026.
Invesco S&P Ultra Dividend Revenue ETF was a new Creative Financial Designs position in Q3 2026.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #535 holding.
83 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.