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	–	401
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 $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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