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IHT Wealth Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

IHT Wealth Management’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
2019
Q1 		– Sell
-6,098
Closed -$204K – 540
2018
Q4 		$204K Buy
+6,098
New +$225K 0.04% 424

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IHT Wealth Management's RDIV Position: Q1 2019 in Review

IHT Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2019, closing a stake of 6,098 shares — an estimated $204K sold.

IHT Wealth Management first reported a position in RDIV in Q4 2018 and held it in 1 quarter. The position peaked at $204K in Q4 2018. 100 funds tracked by Wall St. Rank hold RDIV as of Q1 2019.

  • IHT Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • IHT Wealth Management sold 6,098 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2019, an estimated $204K.
  • IHT Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2018 and held it in 1 quarter.
  • IHT Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $204K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.