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Merit Financial Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Merit Financial Group’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
2025
Q4 		– Sell
-4,642
Closed -$242K – 2012
2025
Q3 		$242K Buy
+4,642
New +$234K ﹤0.01% 1558
2020
Q1 		– Sell
-6,556
Closed -$259K – 241
2019
Q4 		$259K Buy
+6,556
New +$251K 0.02% 204

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Merit Financial Group's RDIV Position: Q4 2025 in Review

Merit Financial Group sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2025, closing a stake of 4,642 shares — an estimated $242K sold.

Merit Financial Group first reported a position in RDIV in Q4 2019 and held it in 2 quarters. The position peaked at $259K in Q4 2019. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2025.

  • Merit Financial Group reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 4,642 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2025, an estimated $242K.
  • Merit Financial Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2019 and held it in 2 quarters.
  • Merit Financial Group's Invesco S&P Ultra Dividend Revenue ETF position peaked at $259K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.