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Personal Wealth Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-2,444
Closed -$101K – 327
2021
Q2 		$101K Buy
+2,444
New +$102K 0.04% 114
2020
Q1 		– Sell
-2,444
Closed -$96K – 483
2019
Q4 		$96K Hold
2,444
– – 0.04% 104
2019
Q3 		$92K Buy
+2,444
New +$90.1K 0.04% 105

Other funds holding RDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Personal Wealth Partners's RDIV Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2021, closing a stake of 2,444 shares — an estimated $101K sold.

Personal Wealth Partners first reported a position in RDIV in Q3 2019 and held it in 3 quarters. The position peaked at $101K in Q2 2021. 94 funds tracked by Wall St. Rank hold RDIV as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2,444 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2021, an estimated $101K.
  • Personal Wealth Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $101K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.