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Plante Moran Financial Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Plante Moran Financial Advisors’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
2017
Q4 		– Sell
-1,645
Closed -$57K – 911
2017
Q3 		$57K Buy
+1,645
New +$55.4K 0.03% 280

Other funds holding RDIV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Plante Moran Financial Advisors's RDIV Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2017, closing a stake of 1,645 shares — an estimated $57K sold.

Plante Moran Financial Advisors first reported a position in RDIV in Q3 2017 and held it in 1 quarter. The position peaked at $57K in Q3 2017. 47 funds tracked by Wall St. Rank hold RDIV as of Q4 2017.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,645 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2017, an estimated $57K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $57K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.