Mission Hills Financial Advisory’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Mission Hills Financial Advisory’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	$242K	Hold	4,181	–	–	0.11%	80
2026 Q1	$233K	Hold	4,181	–	–	0.12%	45
2025 Q4	$218K	Hold	4,181	–	–	0.11%	43
2025 Q3	$218K	Buy	+4,181	New	+$211K	0.12%	42
2024 Q4	–	Sell	-4,773	Closed	-$242K	–	35
2024 Q3	$242K	Buy	+4,773	New	+$229K	0.21%	31

Other funds holding RDIV

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mission Hills Financial Advisory's RDIV Position: Q2 2026 in Review

Mission Hills Financial Advisory held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q2 2026 at 4,181 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #80.

Mission Hills Financial Advisory first reported a position in RDIV in Q3 2024 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Mission Hills Financial Advisory held 4,181 shares of Invesco S&P Ultra Dividend Revenue ETF worth $242K as of Q2 2026.
Mission Hills Financial Advisory left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q2 2026.
Invesco S&P Ultra Dividend Revenue ETF made up 0.11% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #80 holding.
Mission Hills Financial Advisory first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2024 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.