Insight Wealth Strategies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Insight Wealth Strategies’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
2021 Q1	–	Sell	-5,926	Closed	-$200K	–	232
2020 Q4	$200K	Buy	+5,926	New	+$185K	0.03%	219
2020 Q1	–	Sell	-7,057	Closed	-$278K	–	188
2019 Q4	$278K	Buy	7,057 +1,386	+24%	+$53.2K	0.06%	171
2019 Q3	$214K	Buy	5,671 +64	+1%	+$2.36K	0.05%	179
2019 Q2	$211K	Buy	+5,607	New	+$211K	0.05%	152

Other funds holding RDIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight Wealth Strategies's RDIV Position: Q1 2021 in Review

Insight Wealth Strategies sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2021, closing a stake of 5,926 shares — an estimated $200K sold.

Insight Wealth Strategies first reported a position in RDIV in Q2 2019 and held it in 4 quarters. The position peaked at $278K in Q4 2019. 91 funds tracked by Wall St. Rank hold RDIV as of Q1 2021.

Insight Wealth Strategies reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2021 after selling out during the quarter.
Insight Wealth Strategies sold 5,926 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2021, an estimated $200K.
Insight Wealth Strategies first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2019 and held it in 4 quarters.
Insight Wealth Strategies's Invesco S&P Ultra Dividend Revenue ETF position peaked at $278K in Q4 2019.
91 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.