Independent Advisor Alliance’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,080
| Closed | -$245K | – | 1239 |
|
2024
Q4 | $245K | Buy |
+5,080
| New | +$245K | ﹤0.01% | 1213 |
|
2020
Q1 | – | Sell |
-81,608
| Closed | -$3.22M | – | 739 |
|
2019
Q4 | $3.22M | Buy |
+81,608
| New | +$3.22M | 0.14% | 158 |
|
2017
Q2 | – | Sell |
-12,103
| Closed | -$412K | – | 365 |
|
2017
Q1 | $412K | Buy |
+12,103
| New | +$412K | 0.07% | 250 |
|