Householder Group Estate & Retirement Specialist’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q3	–	Sell	-141	Closed	-$6K	–	1296
2024 Q2	$6K	Buy	141 +1	+0.7%	+$45	﹤0.01%	918
2024 Q1	$6.42K	Sell	140 -45	-24%	-$1.96K	﹤0.01%	895
2023 Q4	$8K	Sell	185 -323	-64%	-$12.5K	﹤0.01%	825
2023 Q3	$18.9K	Buy	+508	New	+$20.1K	0.01%	655
2023 Q1	$67K	Buy	+1,625	New	+$71.5K	0.03%	384
2022 Q4	–	Sell	-1,935	Closed	-$72K	–	930
2022 Q3	$72K	Buy	+1,935	New	+$80.9K	0.03%	325

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

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's RDIV Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2024, closing a stake of 141 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in RDIV in Q3 2022 and held it in 6 quarters. The position peaked at $72K in Q3 2022. 122 funds tracked by Wall St. Rank hold RDIV as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 141 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2024, an estimated $6K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P Ultra Dividend Revenue ETF position peaked at $72K in Q3 2022.
122 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.