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Planned Solutions’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2,646
Closed -$132K – 510
2024
Q3 		$132K Buy
+2,646
New +$127K 0.05% 165
2024
Q1 		– Sell
-2,876
Closed -$126K – 439
2023
Q4 		$126K Buy
+2,876
New +$112K 0.06% 153

Other funds holding RDIV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planned Solutions's RDIV Position: Q4 2024 in Review

Planned Solutions sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2024, closing a stake of 2,646 shares — an estimated $132K sold.

Planned Solutions first reported a position in RDIV in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q3 2024. 122 funds tracked by Wall St. Rank hold RDIV as of Q4 2024.

  • Planned Solutions reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,646 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2024, an estimated $132K.
  • Planned Solutions first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Invesco S&P Ultra Dividend Revenue ETF position peaked at $132K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.