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Financial Life Planners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Financial Life Planners’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 		$10.7K Buy
184
+60
+48% +$3.42K 0.01% 233
2026
Q1 		$6.89K Buy
+124
New +$6.83K 0.01% 253
2025
Q4 		– Sell
-35
Closed -$1.8K – 264
2025
Q3 		$1.8K Buy
+35
New +$1.76K ﹤0.01% 302

Other funds holding RDIV

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Life Planners's RDIV Position: Q2 2026 in Review

Financial Life Planners increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 48% in Q2 2026, buying an estimated $3.42K and bringing the position to 184 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #233.

Financial Life Planners first reported a position in RDIV in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Financial Life Planners held 184 shares of Invesco S&P Ultra Dividend Revenue ETF worth $10.7K as of Q2 2026.
  • Financial Life Planners bought 60 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $3.42K.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #233 holding.
  • Financial Life Planners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.