EverSource Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

EverSource Wealth 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 Q2	$51.6K	Hold	890	–	–	﹤0.01%	1763
2026 Q1	$49.5K	Sell	890 -225	-20%	-$12.4K	﹤0.01%	1894
2025 Q4	$58K	Sell	1,115 -175	-14%	-$9.16K	﹤0.01%	1646
2025 Q3	$67.2K	Hold	1,290	–	–	﹤0.01%	1489
2025 Q2	$61.7K	Hold	1,290	–	–	﹤0.01%	1493
2025 Q1	$63K	Hold	1,290	–	–	﹤0.01%	1126
2024 Q4	$62.2K	Hold	1,290	–	–	﹤0.01%	1088
2024 Q3	$64.4K	Hold	1,290	–	–	﹤0.01%	962
2024 Q2	$62.4K	Hold	1,290	–	–	﹤0.01%	988
2024 Q1	$56.5K	Buy	1,290 +100	+8%	+$4.35K	﹤0.01%	926
2023 Q4	$52K	Hold	1,190	–	–	﹤0.01%	885
2023 Q3	$44.3K	Sell	1,190 -245	-17%	-$9.7K	﹤0.01%	860
2023 Q2	$56.2K	Hold	1,435	–	–	0.01%	796
2023 Q1	$59K	Buy	1,435 +40	+3%	+$1.76K	0.01%	730
2022 Q4	$60.8K	Buy	+1,395	New	+$59.7K	0.01%	687

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

HWA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

EverSource Wealth Advisors's RDIV Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q2 2026 at 890 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

EverSource Wealth Advisors first reported a position in RDIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $67.2K in Q3 2025. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

EverSource Wealth Advisors held 890 shares of Invesco S&P Ultra Dividend Revenue ETF worth $51.6K as of Q2 2026.
EverSource Wealth Advisors left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q2 2026.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1763 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $67.2K in Q3 2025.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.