GRP
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Global Retirement Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Global Retirement 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
2025
Q4 		$13.5K Buy
259
+159
+159% +$8.32K ﹤0.01% 3045
2025
Q3 		$5.21K Hold
100
– – ﹤0.01% 2965
2025
Q2 		$4.79K Buy
+100
New +$4.65K ﹤0.01% 2924
2024
Q4 		$4.83K Hold
100
– – ﹤0.01% 2698
2024
Q3 		$4.99K Hold
100
– – ﹤0.01% 2557
2024
Q2 		$4.48K Sell
100
-207
-67% -$9.28K ﹤0.01% 2663
2024
Q1 		$14.1K Buy
307
+3
+1% +$130 ﹤0.01% 1964
2023
Q4 		$12.9K Buy
304
+1
+0.3% +$39 ﹤0.01% 1956
2023
Q3 		$10.9K Buy
303
+3
+1% +$119 ﹤0.01% 1919
2023
Q2 		$11.7K Hold
300
– – ﹤0.01% 1908
2023
Q1 		$11.7K Hold
300
– – ﹤0.01% 1864
2022
Q4 		$13.1K Hold
300
– – ﹤0.01% 1670
2022
Q3 		$13K Hold
300
– – ﹤0.01% 1588
2022
Q2 		$12K Buy
300
+200
+200% +$8.63K ﹤0.01% 1561
2022
Q1 		$4K Buy
+100
New +$4.25K ﹤0.01% 1990
2020
Q3 		– Sell
-100
Closed -$3K – 1699
2020
Q2 		$3K Hold
100
– – ﹤0.01% 1406
2020
Q1 		$2K Hold
100
– – ﹤0.01% 1435
2019
Q4 		$4K Hold
100
– – ﹤0.01% 1390
2019
Q3 		$4K Buy
+100
New +$3.69K ﹤0.01% 1358

Other funds holding RDIV

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Global Retirement Partners's RDIV Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 159% in Q4 2025, buying an estimated $8.32K and bringing the position to 259 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Global Retirement Partners first reported a position in RDIV in Q3 2019 and has held it in 19 quarters since. The position peaked at $14.1K in Q1 2024. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2025.

  • Global Retirement Partners held 259 shares of Invesco S&P Ultra Dividend Revenue ETF worth $13.5K as of Q4 2025.
  • Global Retirement Partners bought 159 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2025, an estimated $8.32K.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3045 holding.
  • Global Retirement Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2019 and has held it in 19 quarters since.
  • Global Retirement Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $14.1K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.