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Key Financial Inc’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Key Financial Inc’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 		$12K Hold
207
– – ﹤0.01% 829
2026
Q1 		$11.5K Buy
+207
New +$11.4K ﹤0.01% 856

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

Key Financial Inc's RDIV Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q2 2026 at 207 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Key Financial Inc first reported a position in RDIV in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Key Financial Inc held 207 shares of Invesco S&P Ultra Dividend Revenue ETF worth $12K as of Q2 2026.
  • Key Financial Inc left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q2 2026.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #829 holding.
  • Key Financial Inc first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.