Independent Advisor Alliance’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,925	Closed	-$218K	–	1499
2026 Q1	$218K	Buy	+3,925	New	+$216K	﹤0.01%	1457
2025 Q1	–	Sell	-5,080	Closed	-$245K	–	1239
2024 Q4	$245K	Buy	+5,080	New	+$255K	﹤0.01%	1213
2020 Q1	–	Sell	-81,608	Closed	-$3.22M	–	754
2019 Q4	$3.22M	Buy	+81,608	New	+$3.13M	0.14%	158
2017 Q2	–	Sell	-12,103	Closed	-$412K	–	367
2017 Q1	$412K	Buy	+12,103	New	+$421K	0.07%	250

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's RDIV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 3,925 shares — an estimated $218K sold.

Independent Advisor Alliance first reported a position in RDIV in Q1 2017 and held it in 4 quarters. The position peaked at $3.22M in Q4 2019. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,925 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $218K.
Independent Advisor Alliance first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Invesco S&P Ultra Dividend Revenue ETF position peaked at $3.22M in Q4 2019.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.