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MassMutual Private Wealth & Trust’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q1 		– Sell
-3,980
Closed -$133K – 962
2018
Q4 		$133K Buy
+3,980
New +$147K 0.01% 349

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's RDIV Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2019, closing a stake of 3,980 shares — an estimated $133K sold.

MassMutual Private Wealth & Trust first reported a position in RDIV in Q4 2018 and held it in 1 quarter. The position peaked at $133K in Q4 2018. 100 funds tracked by Wall St. Rank hold RDIV as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,980 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2019, an estimated $133K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco S&P Ultra Dividend Revenue ETF position peaked at $133K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.