Hoey Investments’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Hoey Investments’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 Q1	–	Sell	-32	Closed	-$1.55K	–	392
2024 Q4	$1.55K	Hold	32	–	–	﹤0.01%	301
2024 Q3	$1.41K	Hold	32	–	–	﹤0.01%	318
2024 Q2	$1.41K	Buy	32 +1	+3%	+$45	﹤0.01%	318
2024 Q1	$1.43K	Hold	31	–	–	﹤0.01%	305
2023 Q4	$1.35K	Hold	31	–	–	﹤0.01%	313
2023 Q3	$1.14K	Buy	+31	New	+$1.23K	﹤0.01%	317

Other funds holding RDIV

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoey Investments's RDIV Position: Q1 2025 in Review

Hoey Investments sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2025, closing a stake of 32 shares — an estimated $1.55K sold.

Hoey Investments first reported a position in RDIV in Q3 2023 and held it in 6 quarters. The position peaked at $1.55K in Q4 2024. 115 funds tracked by Wall St. Rank hold RDIV as of Q1 2025.

Hoey Investments reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 32 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2025, an estimated $1.55K.
Hoey Investments first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2023 and held it in 6 quarters.
Hoey Investments's Invesco S&P Ultra Dividend Revenue ETF position peaked at $1.55K in Q4 2024.
115 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.