FWA
RDIV icon

Freedom Wealth Alliance’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-335
Closed -$14.6K – 360
2022
Q4 		$14.6K Buy
+335
New +$14.3K 0.02% 241

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $530B AUM 22.01% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Freedom Wealth Alliance's RDIV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2023, closing a stake of 335 shares — an estimated $14.6K sold.

Freedom Wealth Alliance first reported a position in RDIV in Q4 2022 and held it in 1 quarter. The position peaked at $14.6K in Q4 2022. 120 funds tracked by Wall St. Rank hold RDIV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 335 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2023, an estimated $14.6K.
  • Freedom Wealth Alliance first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Invesco S&P Ultra Dividend Revenue ETF position peaked at $14.6K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.