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John Overdeck’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

John Overdeck’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
-45,000
Closed -$2.5M – 5358
2026
Q1 		$2.5M Buy
45,000
+14,600
+48% +$805K ﹤0.01% 2593
2025
Q4 		$1.58M Buy
+30,400
New +$1.59M ﹤0.01% 2610
2024
Q4 		– Sell
-10,300
Closed -$514K – 3430
2024
Q3 		$514K Buy
+10,300
New +$494K ﹤0.01% 2465
2024
Q2 		– Sell
-6,800
Closed -$312K – 3272
2024
Q1 		$312K Buy
+6,800
New +$296K ﹤0.01% 2547

Other funds holding RDIV

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

John Overdeck's RDIV Position: Q2 2026 in Review

John Overdeck sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 45,000 shares — an estimated $2.5M sold.

John Overdeck first reported a position in RDIV in Q1 2024 and held it in 4 quarters. The position peaked at $2.5M in Q1 2026. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • John Overdeck reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 45,000 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $2.5M.
  • John Overdeck first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2024 and held it in 4 quarters.
  • John Overdeck's Invesco S&P Ultra Dividend Revenue ETF position peaked at $2.5M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.