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

Meridian 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
2019
Q2 		– Sell
-11,175
Closed -$423K – 546
2019
Q1 		$423K Sell
11,175
-2,500
-18% -$92K 0.19% 96
2018
Q4 		$458K Buy
+13,675
New +$504K 0.27% 75

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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meridian Wealth Management's RDIV Position: Q2 2019 in Review

Meridian Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2019, closing a stake of 11,175 shares — an estimated $423K sold.

Meridian Wealth Management first reported a position in RDIV in Q4 2018 and held it in 2 quarters. The position peaked at $458K in Q4 2018. 101 funds tracked by Wall St. Rank hold RDIV as of Q2 2019.

  • Meridian Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 11,175 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2019, an estimated $423K.
  • Meridian Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2018 and held it in 2 quarters.
  • Meridian Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $458K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2019.

Based on Meridian Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.