Heartwood Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.7M | Buy |
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2025
Q2 | $34M | Buy |
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|
2025
Q1 | $34.3M | Sell |
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|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $35.1M | Buy |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $31.5M | Buy |
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|
2023
Q4 | $29.2M | Buy |
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|
2023
Q3 | $3.67M | Buy |
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|
2023
Q2 | $3.57M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $3.34M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $22.7M | Buy |
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|
2021
Q2 | $23.7M | Buy |
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|
2021
Q1 | $938K | Buy |
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|
2020
Q4 | $296K | Buy |
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