IFP Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

IFP Advisors’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
2026 Q2	$404K	Sell	6,965 -48	-0.7%	-$2.74K	0.01%	1142
2026 Q1	$390K	Buy	7,013 +2	+0%	+$110	0.01%	1066
2025 Q4	$365K	Buy	7,011 +1	+0%	+$52	0.01%	1065
2025 Q3	$365K	Buy	7,010 +345	+5%	+$17.4K	0.01%	991
2025 Q2	$319K	Buy	6,665 +6,614	+12,969%	+$308K	0.01%	1038
2025 Q1	$2.47K	Hold	51	–	–	﹤0.01%	3077
2024 Q4	$2.44K	Hold	51	–	–	﹤0.01%	3024
2024 Q3	$2.52K	Buy	+51	New	+$2.45K	﹤0.01%	2861
2023 Q2	–	Sell	-275	Closed	-$9.92K	–	3550
2023 Q1	$9.92K	Sell	275 -4,844	-95%	-$213K	﹤0.01%	2284
2022 Q4	$185K	Buy	5,119 +4,634	+955%	+$198K	﹤0.01%	1396
2022 Q3	$18K	Hold	485	–	–	﹤0.01%	3198
2022 Q2	$18K	Hold	485	–	–	﹤0.01%	2954
2022 Q1	$18K	Sell	485 -38	-7%	-$1.61K	﹤0.01%	2954
2021 Q4	$22K	Sell	523 -52	-9%	-$2.11K	﹤0.01%	1905
2021 Q3	$23K	Hold	575	–	–	﹤0.01%	1923
2021 Q2	$23K	Hold	575	–	–	﹤0.01%	1876
2021 Q1	$23K	Hold	575	–	–	﹤0.01%	1803
2020 Q4	$19K	Buy	575 +300	+109%	+$9.35K	﹤0.01%	1824
2020 Q3	$7K	Sell	275 -4,205	-94%	-$119K	﹤0.01%	2044
2020 Q2	$120K	Hold	4,480	–	–	0.01%	859
2020 Q1	$109K	Sell	4,480 -34,937	-89%	-$1.18M	0.01%	791
2019 Q4	$1.55M	Sell	39,417 -6,880	-15%	-$264K	0.12%	204
2019 Q3	$1.74M	Buy	+46,297	New	+$1.71M	0.12%	199
2019 Q1	$2.99M	Buy	78,906 +2,807	+4%	+$103K	0.41%	42
2018 Q4	$2.54M	Buy	76,099 +20,450	+37%	+$754K	0.15%	152
2018 Q3	$2.15M	Buy	55,649 +17,970	+48%	+$698K	0.09%	243
2018 Q2	$1.44M	Buy	37,679 +23,564	+167%	+$869K	0.06%	318
2018 Q1	$516K	Hold	14,115	–	–	0.02%	611
2017 Q4	$516K	Sell	14,115 -44,910	-76%	-$1.59M	0.02%	612
2017 Q3	$2.06M	Sell	59,025 -1,917	-3%	-$64.5K	0.08%	258
2017 Q2	$2.06M	Buy	60,942 +2,830	+5%	+$95.8K	0.09%	260
2017 Q1	$2.02M	Buy	58,112 +3,992	+7%	+$139K	0.09%	251
2016 Q4	$1.85M	Buy	+54,120	New	+$1.79M	0.09%	248
2016 Q2	–	Sell	-78,906	Closed	-$2.99M	–	4027
2016 Q1	$2.99M	Buy	+78,906	New	+$2.18M	0.41%	42

Other funds holding RDIV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

IFP Advisors's RDIV Position: Q2 2026 in Review

IFP Advisors reduced its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 0.68% in Q2 2026, selling an estimated $2.74K and leaving 6,965 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1142.

IFP Advisors first reported a position in RDIV in Q1 2016 and has held it in 34 quarters since. The position peaked at $2.99M in Q1 2019. 27 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

IFP Advisors held 6,965 shares of Invesco S&P Ultra Dividend Revenue ETF worth $404K as of Q2 2026.
IFP Advisors sold 48 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $2.74K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1142 holding.
IFP Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2016 and has held it in 34 quarters since.
IFP Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $2.99M in Q1 2019.
27 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.