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 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

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

Onyx Bridge Wealth Group's RDIV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 0.89% in Q2 2026, buying an estimated $27.1K and bringing the position to 53,734 shares worth $3.12M. The position accounts for 0.28% of the portfolio, ranked #74.

Onyx Bridge Wealth Group first reported a position in RDIV in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Onyx Bridge Wealth Group held 53,734 shares of Invesco S&P Ultra Dividend Revenue ETF worth $3.12M as of Q2 2026.
Onyx Bridge Wealth Group bought 476 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $27.1K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.28% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #74 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 8 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.