Creative Planning’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $36.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $215K | Buy |
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