JP Morgan Private Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$328K	Buy	8,826 +546	+7%	+$21.6K	﹤0.01%	1431
2023 Q2	$324K	Buy	8,280 +54	+0.7%	+$2.12K	﹤0.01%	1215
2023 Q1	$338K	Sell	8,226 -18	-0.2%	-$792	﹤0.01%	1629
2022 Q4	$359K	Buy	8,244 +10	+0.1%	+$428	﹤0.01%	1593
2022 Q3	$310K	Buy	8,234 +9	+0.1%	+$376	﹤0.01%	1639
2022 Q2	$340K	Buy	8,225 +8	+0.1%	+$345	﹤0.01%	1602
2022 Q1	$360K	Buy	8,217 +8	+0.1%	+$340	﹤0.01%	1675
2021 Q4	$346K	Buy	+8,209	New	+$333K	﹤0.01%	1691

Other funds holding RDIV

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

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

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

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RDIV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 6.6% in Q3 2023, buying an estimated $21.6K and bringing the position to 8,826 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

JP Morgan Private Wealth Advisors first reported a position in RDIV in Q4 2021 and has held it in 8 quarters since. The position peaked at $360K in Q1 2022. 110 funds tracked by Wall St. Rank hold RDIV as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,826 shares of Invesco S&P Ultra Dividend Revenue ETF worth $328K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 546 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2023, an estimated $21.6K.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1431 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $360K in Q1 2022.
110 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.