Global Retirement Partners
RDIV icon

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
2026
Q2 		$15.2K Buy
+262
New +$14.9K ﹤0.01% 3205
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

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's RDIV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026: 262 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #3205 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RDIV as recently as Q4 2025.

Global Retirement Partners first reported a position in RDIV in Q3 2019 and has held it in 20 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Global Retirement Partners held 262 shares of Invesco S&P Ultra Dividend Revenue ETF worth $15.2K as of Q2 2026.
  • Invesco S&P Ultra Dividend Revenue ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3205 holding.
  • Global Retirement Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2019 and has held it in 20 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.