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Inspire Investing’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Inspire Investing’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
2022
Q1 		– Sell
-7,662
Closed -$323K – 799
2021
Q4 		$323K Hold
7,662
– – 0.04% 293
2021
Q3 		$298K Hold
7,662
– – 0.04% 315
2021
Q2 		$316K Buy
+7,662
New +$320K 0.04% 517

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inspire Investing's RDIV Position: Q1 2022 in Review

Inspire Investing sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2022, closing a stake of 7,662 shares — an estimated $323K sold.

Inspire Investing first reported a position in RDIV in Q2 2021 and held it in 3 quarters. The position peaked at $323K in Q4 2021. 100 funds tracked by Wall St. Rank hold RDIV as of Q1 2022.

  • Inspire Investing reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2022 after selling out during the quarter.
  • Inspire Investing sold 7,662 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2022, an estimated $323K.
  • Inspire Investing first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2021 and held it in 3 quarters.
  • Inspire Investing's Invesco S&P Ultra Dividend Revenue ETF position peaked at $323K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2022.

Based on Inspire Investing's 13F filing for Q1 2022, filed 21 Apr 2022.