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KFG Wealth Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

KFG Wealth Management’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
Q1 		– Sell
-234,726
Closed -$10.2M – 101
2022
Q4 		$10.2M Buy
+234,726
New +$10.1M 10.48% 3

Other funds holding RDIV

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $786B AUM 40.34% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

KFG Wealth Management's RDIV Position: Q1 2023 in Review

KFG Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2023, closing a stake of 234,726 shares — an estimated $10.2M sold.

KFG Wealth Management first reported a position in RDIV in Q4 2022 and held it in 1 quarter. The position peaked at $10.2M in Q4 2022. 120 funds tracked by Wall St. Rank hold RDIV as of Q1 2023.

  • KFG Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2023 after selling out during the quarter.
  • KFG Wealth Management sold 234,726 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2023, an estimated $10.2M.
  • KFG Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2022 and held it in 1 quarter.
  • KFG Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $10.2M in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2023.

Based on KFG Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.