OBWG

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.83M	Sell	59,129 -2,094	-3%	-$100K	0.37%	57
2025 Q1	$2.99M	Buy	61,223 +3,254	+6%	+$159K	0.43%	51
2024 Q4	$2.8M	Buy	57,969 +35,309	+156%	+$1.7M	0.4%	55
2024 Q3	$1.13M	Buy	+22,660	New	+$1.13M	0.17%	95