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

Future Financial Wealth Management’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
2025 Q4	–	Sell	-136	Closed	-$7.09K	–	357
2025 Q3	$7.09K	Buy	136 +1	+0.7%	+$50	﹤0.01%	400
2025 Q2	$6.44K	Buy	135 +2	+2%	+$93	﹤0.01%	392
2025 Q1	$6.51K	Buy	133 +1	+0.8%	+$49	﹤0.01%	388
2024 Q4	$6.37K	Buy	132 +1	+0.8%	+$50	﹤0.01%	390
2024 Q3	$6.52K	Buy	+131	New	+$6.29K	﹤0.01%	405
2024 Q2	–	Sell	-128	Closed	-$5.87K	–	372
2024 Q1	$5.87K	Buy	+128	New	+$5.56K	﹤0.01%	431
2022 Q2	–	Sell	-420	Closed	-$18K	–	387
2022 Q1	$18K	Hold	420	–	–	0.01%	380
2021 Q4	$18K	Buy	+420	New	+$17K	0.01%	382

Other funds holding RDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Future Financial Wealth Management's RDIV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2025, closing a stake of 136 shares — an estimated $7.09K sold.

Future Financial Wealth Management first reported a position in RDIV in Q4 2021 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 136 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2025, an estimated $7.09K.
Future Financial Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $18K in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.