Golden State Equity Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Golden State Equity 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	–	Sell	-59,597	Closed	-$3.32M	–	1421
2026 Q1	$3.32M	Sell	59,597 -989	-2%	-$54.5K	0.25%	86
2025 Q4	$3.15M	Buy	60,586 +186	+0.3%	+$9.73K	0.51%	33
2025 Q3	$3.15M	Sell	60,400 -677	-1%	-$34.1K	0.53%	35
2025 Q2	$2.92M	Buy	61,077 +1,320	+2%	+$61.4K	0.54%	35
2025 Q1	$2.92M	Buy	59,757 +8,234	+16%	+$404K	0.58%	38
2024 Q4	$2.49M	Buy	51,523 +249	+0.5%	+$12.5K	0.48%	45
2024 Q3	$2.56M	Buy	51,274 +5,630	+12%	+$270K	0.4%	53
2024 Q2	$2.04M	Buy	+45,644	New	+$2.05M	0.43%	47

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

Golden State Equity Partners's RDIV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 59,597 shares — an estimated $3.32M sold.

Golden State Equity Partners first reported a position in RDIV in Q2 2024 and held it in 8 quarters. The position peaked at $3.32M in Q1 2026. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 59,597 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $3.32M.
Golden State Equity Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $3.32M in Q1 2026.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.