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

Lake Point 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
2020 Q1	$5K	Hold	203	–	–	﹤0.01%	165
2019 Q4	$8K	Buy	+203	New	+$7.79K	﹤0.01%	301
2019 Q2	$8K	Hold	203	–	–	﹤0.01%	366
2019 Q1	$8K	Buy	+203	New	+$7.47K	﹤0.01%	366

Other funds holding RDIV

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Lake Point Wealth Management's RDIV Position: Q1 2020 in Review

Lake Point Wealth Management held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q1 2020 at 203 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Lake Point Wealth Management first reported a position in RDIV in Q1 2019 and has held it in 4 quarters since. The position peaked at $8K in Q4 2019. 95 funds tracked by Wall St. Rank hold RDIV as of Q1 2020.

Lake Point Wealth Management held 203 shares of Invesco S&P Ultra Dividend Revenue ETF worth $5K as of Q1 2020.
Lake Point Wealth Management left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q1 2020.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #165 holding.
Lake Point Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2019 and has held it in 4 quarters since.
Lake Point Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $8K in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.