Onyx Bridge Wealth Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Onyx Bridge Wealth 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
2026 Q3	$3.17M	Buy	55,492 +1,758	+3%	+$108K	0.28%	77
2026 Q2	$3.12M	Buy	53,734 +476	+0.9%	+$27.1K	0.28%	74
2026 Q1	$2.96M	Buy	53,258 +875	+2%	+$48.2K	0.32%	73
2025 Q4	$2.73M	Sell	52,383 -1,478	-3%	-$77.3K	0.29%	75
2025 Q3	$2.81M	Sell	53,861 -5,268	-9%	-$265K	0.31%	72
2025 Q2	$2.83M	Sell	59,129 -2,094	-3%	-$97.4K	0.37%	57
2025 Q1	$2.99M	Buy	61,223 +3,254	+6%	+$160K	0.43%	51
2024 Q4	$2.8M	Buy	57,969 +35,309	+156%	+$1.78M	0.4%	55
2024 Q3	$1.13M	Buy	+22,660	New	+$1.09M	0.17%	95

Other funds holding RDIV

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Onyx Bridge Wealth Group's RDIV Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 3.3% in Q3 2026, buying an estimated $108K and bringing the position to 55,492 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #77.

Onyx Bridge Wealth Group first reported a position in RDIV in Q3 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

Onyx Bridge Wealth Group held 55,492 shares of Invesco S&P Ultra Dividend Revenue ETF worth $3.17M as of Q3 2026.
Onyx Bridge Wealth Group bought 1,758 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2026, an estimated $108K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.28% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #77 holding.
Onyx Bridge Wealth Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.