EWA
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return