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

Kingsview 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
2026
Q2 		$1.26M Buy
21,763
+1,474
+7% +$84K 0.02% 686
2026
Q1 		$1.13M Buy
20,289
+2,138
+12% +$118K 0.02% 647
2025
Q4 		$945K Buy
+18,151
New +$950K 0.01% 661
2024
Q4 		– Sell
-65,452
Closed -$3.27M – 1169
2024
Q3 		$3.27M Buy
+65,452
New +$3.14M 0.07% 260

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

Kingsview Wealth Management's RDIV Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 7.3% in Q2 2026, buying an estimated $84K and bringing the position to 21,763 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #686.

Kingsview Wealth Management first reported a position in RDIV in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.27M in Q3 2024. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Kingsview Wealth Management held 21,763 shares of Invesco S&P Ultra Dividend Revenue ETF worth $1.26M as of Q2 2026.
  • Kingsview Wealth Management bought 1,474 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $84K.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Kingsview Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2024 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $3.27M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.