Jones Financial Companies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.14M | Buy |
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2025
Q3 | $3.7M | Buy |
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2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $27.3K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $12K | Buy |
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