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

Financial Network 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
2024 Q4	–	Sell	-750	Closed	-$37.5K	–	763
2024 Q3	$37.5K	Buy	+750	New	+$36K	0.03%	307

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Network Wealth Advisors's RDIV Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2024, closing a stake of 750 shares — an estimated $37.5K sold.

Financial Network Wealth Advisors first reported a position in RDIV in Q3 2024 and held it in 1 quarter. The position peaked at $37.5K in Q3 2024. 122 funds tracked by Wall St. Rank hold RDIV as of Q4 2024.

Financial Network Wealth Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 750 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2024, an estimated $37.5K.
Financial Network Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2024 and held it in 1 quarter.
Financial Network Wealth Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $37.5K in Q3 2024.
122 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.