N.E.W. Advisory Services’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

N.E.W. Advisory Services’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 Q3	$61.8K	Buy	+1,082	New	+$66.5K	﹤0.01%	334

Other funds holding RDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

N.E.W. Advisory Services's RDIV Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2026: 1,082 shares worth $61.8K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

80 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

N.E.W. Advisory Services held 1,082 shares of Invesco S&P Ultra Dividend Revenue ETF worth $61.8K as of Q3 2026.
Invesco S&P Ultra Dividend Revenue ETF was a new N.E.W. Advisory Services position in Q3 2026.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #334 holding.
80 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.