HI
RDIV icon

Hudock Inc’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Hudock Inc’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
2022
Q4 		– Sell
-3,263
Closed -$123K – 587
2022
Q3 		$123K Sell
3,263
-364
-10% -$15.2K 0.04% 178
2022
Q2 		$149K Buy
3,627
+75
+2% +$3.24K 0.05% 166
2022
Q1 		$155K Buy
3,552
+125
+4% +$5.31K 0.04% 174
2021
Q4 		$144K Hold
3,427
– – 0.04% 195
2021
Q3 		$133K Buy
3,427
+2
+0.1% +$81 0.04% 201
2021
Q2 		$141K Buy
3,425
+2
+0.1% +$83 0.04% 188
2021
Q1 		$136K Sell
3,423
-292
-8% -$11K 0.04% 178
2020
Q4 		$125K Sell
3,715
-1,701
-31% -$53K 0.04% 187
2020
Q3 		$145K Sell
5,416
-447
-8% -$12.6K 0.05% 146
2020
Q2 		$161K Buy
5,863
+166
+3% +$4.39K 0.06% 132
2020
Q1 		$132K Buy
5,697
+213
+4% +$7.19K 0.05% 126
2019
Q4 		$215K Buy
5,484
+23
+0.4% +$882 0.07% 108
2019
Q3 		$205K Buy
5,461
+20
+0.4% +$738 0.07% 105
2019
Q2 		$204K Sell
5,441
-2
-0% -$75 0.07% 105
2019
Q1 		$206K Buy
5,443
+1,679
+45% +$61.8K 0.07% 105
2018
Q4 		$125K Buy
3,764
+467
+14% +$17.2K 0.05% 130
2018
Q3 		$127K Hold
3,297
– – 0.05% 136
2018
Q2 		$126K Hold
3,297
– – 0.05% 137
2018
Q1 		$115K Buy
3,297
+320
+11% +$11.5K 0.05% 145
2017
Q4 		$108K Hold
2,977
– – 0.05% 151
2017
Q3 		$103K Sell
2,977
-500
-14% -$16.8K 0.05% 143
2017
Q2 		$117K Buy
3,477
+507
+17% +$17.2K 0.06% 125
2017
Q1 		$102K Buy
2,970
+1,473
+98% +$51.3K 0.05% 131
2016
Q4 		$51K Sell
1,497
-2,150
-59% -$71K 0.03% 214
2016
Q3 		$119K Hold
3,647
– – 0.07% 123
2016
Q2 		$115K Sell
3,647
-175
-5% -$5.29K 0.06% 132
2016
Q1 		$115K Buy
3,822
+1,775
+87% +$49.1K 0.06% 130
2015
Q4 		$56K Buy
2,047
+550
+37% +$15.7K 0.02% 197
2015
Q3 		$41K Hold
1,497
– – 0.02% 235
2015
Q2 		$43K Hold
1,497
– – 0.02% 226
2015
Q1 		$44K Hold
1,497
– – 0.02% 229
2014
Q4 		$45K Hold
1,497
– – 0.02% 220
2014
Q3 		$42K Buy
1,497
+362
+32% +$10.2K 0.03% 232
2014
Q2 		$33K Buy
1,135
+355
+46% +$9.92K 0.04% 266
2014
Q1 		$21K Hold
780
– – 0.02% 303
2013
Q4 		$20K Buy
+780
New +$20.2K 0.02% 313

Other funds holding RDIV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Hudock Inc's RDIV Position: Q4 2022 in Review

Hudock Inc sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2022, closing a stake of 3,263 shares — an estimated $123K sold.

Hudock Inc first reported a position in RDIV in Q4 2013 and held it in 36 quarters. The position peaked at $215K in Q4 2019. 117 funds tracked by Wall St. Rank hold RDIV as of Q4 2022.

  • Hudock Inc reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 3,263 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2022, an estimated $123K.
  • Hudock Inc first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2013 and held it in 36 quarters.
  • Hudock Inc's Invesco S&P Ultra Dividend Revenue ETF position peaked at $215K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.