Farther Finance Advisors
RDIV icon

Farther Finance Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Farther Finance 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
Q3 		$7.71K Hold
135
– – ﹤0.01% 4778
2026
Q2 		$7.83K Sell
135
-1
-0.7% -$57 ﹤0.01% 4576
2026
Q1 		$7.5K Buy
136
+1
+0.7% +$55 ﹤0.01% 4290
2025
Q4 		$7.03K Hold
135
– – ﹤0.01% 4136
2025
Q3 		$7.04K Hold
135
– – ﹤0.01% 3605
2025
Q2 		$6.46K Buy
+135
New +$6.28K ﹤0.01% 3261

Other funds holding RDIV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's RDIV Position: Q3 2026 in Review

Farther Finance Advisors held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q3 2026 at 135 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4778.

Farther Finance Advisors first reported a position in RDIV in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.83K in Q2 2026. 7 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

  • Farther Finance Advisors held 135 shares of Invesco S&P Ultra Dividend Revenue ETF worth $7.71K as of Q3 2026.
  • Farther Finance Advisors left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4778 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $7.83K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.