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

Golden State 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
2019 Q4	–	Sell	-950	Closed	-$36K	–	721
2019 Q3	$36K	Sell	950 -350	-27%	-$12.9K	0.01%	503
2019 Q2	$48K	Hold	1,300	–	–	0.02%	466
2019 Q1	$49K	Buy	+1,300	New	+$47.8K	0.02%	450

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's RDIV Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2019, closing a stake of 950 shares — an estimated $36K sold.

Golden State Wealth Management first reported a position in RDIV in Q1 2019 and held it in 3 quarters. The position peaked at $49K in Q1 2019. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2019.

Golden State Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 950 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2019, an estimated $36K.
Golden State Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $49K in Q1 2019.
125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.