Kistler-Tiffany Companies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Kistler-Tiffany Companies’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 Q2	$38.2K	Hold	975	–	–	0.01%	524
2023 Q1	$40.1K	Hold	975	–	–	0.01%	457
2022 Q4	$42.5K	Hold	975	–	–	0.01%	440
2022 Q3	$37K	Hold	975	–	–	0.01%	415
2022 Q2	$40K	Hold	975	–	–	0.01%	402
2022 Q1	$43K	Hold	975	–	–	0.01%	409
2021 Q4	$41K	Sell	975 -4,000	-80%	-$162K	0.01%	397
2021 Q3	$194K	Buy	4,975 +1,575	+46%	+$63.4K	0.04%	195
2021 Q2	$140K	Buy	+3,400	New	+$142K	0.03%	228

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

Kistler-Tiffany Companies's RDIV Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q2 2023 at 975 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #524.

Kistler-Tiffany Companies first reported a position in RDIV in Q2 2021 and has held it in 9 quarters since. The position peaked at $194K in Q3 2021. 112 funds tracked by Wall St. Rank hold RDIV as of Q2 2023.

Kistler-Tiffany Companies held 975 shares of Invesco S&P Ultra Dividend Revenue ETF worth $38.2K as of Q2 2023.
Kistler-Tiffany Companies left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q2 2023.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #524 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2021 and has held it in 9 quarters since.
Kistler-Tiffany Companies's Invesco S&P Ultra Dividend Revenue ETF position peaked at $194K in Q3 2021.
112 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.