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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Hold	22,866	–	–	0.09%	250
2025 Q1	$1.12M	Sell	22,866 -28	-0.1%	-$1.37K	0.1%	223
2024 Q4	$1.1M	Sell	22,894 -909	-4%	-$43.9K	0.08%	247
2024 Q3	$1.19M	Buy	23,803 +1,772	+8%	+$88.5K	0.08%	256
2024 Q2	$987K	Buy	+22,031	New	+$987K	0.09%	234