Patriot Financial Group Insurance Agency’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-101,720	Closed	-$4.91M	–	513
2024 Q4	$4.91M	Buy	101,720 +11,977	+13%	+$578K	0.66%	32
2024 Q3	$4.48M	Buy	+89,743	New	+$4.48M	0.6%	33