Gateway Wealth Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Gateway Wealth Partners’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	$1.48M	Sell	25,576 -23,964	-48%	-$1.37M	0.09%	235
2026 Q1	$2.76M	Buy	49,540 +24,518	+98%	+$1.35M	0.11%	204
2025 Q4	$1.3M	Sell	25,022 -68	-0.3%	-$3.56K	0.14%	154
2025 Q3	$1.31M	Buy	25,090 +1,012	+4%	+$51K	0.18%	132
2025 Q2	$1.15M	Buy	24,078 +1,246	+5%	+$57.9K	0.22%	108
2025 Q1	$1.11M	Sell	22,832 -173	-0.8%	-$8.5K	0.25%	100
2024 Q4	$1.11M	Sell	23,005 -364	-2%	-$18.3K	0.29%	89
2024 Q3	$1.17M	Sell	23,369 -2,328	-9%	-$112K	0.32%	76
2024 Q2	$1.15M	Buy	+25,697	New	+$1.15M	0.35%	74

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Gateway Wealth Partners's RDIV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 48% in Q2 2026, selling an estimated $1.37M and leaving 25,576 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #235.

Gateway Wealth Partners first reported a position in RDIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q1 2026. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Gateway Wealth Partners held 25,576 shares of Invesco S&P Ultra Dividend Revenue ETF worth $1.48M as of Q2 2026.
Gateway Wealth Partners sold 23,964 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $1.37M.
Invesco S&P Ultra Dividend Revenue ETF made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #235 holding.
Gateway Wealth Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $2.76M in Q1 2026.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.