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Engrave Wealth Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Engrave Wealth Partners’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
2020
Q1 		– Sell
-2,690
Closed -$106K – 461
2019
Q4 		$106K Buy
+2,690
New +$103K 0.1% 73

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Engrave Wealth Partners's RDIV Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2020, closing a stake of 2,690 shares — an estimated $106K sold.

Engrave Wealth Partners first reported a position in RDIV in Q4 2019 and held it in 1 quarter. The position peaked at $106K in Q4 2019. 95 funds tracked by Wall St. Rank hold RDIV as of Q1 2020.

  • Engrave Wealth Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2,690 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2020, an estimated $106K.
  • Engrave Wealth Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $106K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.