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

Kingswood 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
2026 Q2	$1.29M	Buy	22,260 +5	+0%	+$285	0.05%	351
2026 Q1	$1.24M	Sell	22,255 -286	-1%	-$15.8K	0.06%	328
2025 Q4	$1.17M	Buy	22,541 +170	+0.8%	+$8.9K	0.06%	318
2025 Q3	$1.17M	Sell	22,371 -495	-2%	-$24.9K	0.07%	288
2025 Q2	$1.09M	Hold	22,866	–	–	0.09%	250
2025 Q1	$1.12M	Sell	22,866 -28	-0.1%	-$1.38K	0.1%	223
2024 Q4	$1.1M	Sell	22,894 -909	-4%	-$45.7K	0.08%	247
2024 Q3	$1.19M	Buy	23,803 +1,772	+8%	+$85K	0.08%	256
2024 Q2	$987K	Buy	+22,031	New	+$987K	0.09%	234

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors's RDIV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 0.02% in Q2 2026, buying an estimated $285 and bringing the position to 22,260 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #351.

Kingswood Wealth Advisors first reported a position in RDIV in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Kingswood Wealth Advisors held 22,260 shares of Invesco S&P Ultra Dividend Revenue ETF worth $1.29M as of Q2 2026.
Kingswood Wealth Advisors bought 5 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $285.
Invesco S&P Ultra Dividend Revenue ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #351 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.