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Mesirow Financial Investment Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Mesirow Financial Investment 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
2026
Q2 		– Sell
-3,648
Closed -$203K – 550
2026
Q1 		$203K Buy
+3,648
New +$201K ﹤0.01% 492

Other funds holding RDIV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mesirow Financial Investment Management's RDIV Position: Q2 2026 in Review

Mesirow Financial Investment Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 3,648 shares — an estimated $203K sold.

Mesirow Financial Investment Management first reported a position in RDIV in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 47 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Mesirow Financial Investment Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 3,648 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $203K.
  • Mesirow Financial Investment Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2026 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $203K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.