Prospera Financial Services’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Prospera Financial Services’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	$515K	Buy	8,881 +483	+6%	+$27.5K	0.01%	1029
2026 Q1	$467K	Sell	8,398 -1,502	-15%	-$82.8K	0.01%	1011
2025 Q4	$515K	Buy	9,900 +2,743	+38%	+$144K	0.01%	917
2025 Q3	$373K	Buy	7,157 +1,960	+38%	+$98.7K	0.01%	1070
2025 Q2	$249K	Buy	+5,197	New	+$242K	﹤0.01%	1179
2023 Q4	–	Sell	-8,827	Closed	-$328K	–	1101
2023 Q3	$328K	Sell	8,827 -429	-5%	-$17K	0.01%	770
2023 Q2	$362K	Sell	9,256 -8,612	-48%	-$338K	0.01%	714
2023 Q1	$735K	Sell	17,868 -2,457	-12%	-$108K	0.03%	505
2022 Q4	$886K	Buy	+20,325	New	+$871K	0.04%	382
2022 Q2	–	Sell	-930	Closed	-$41K	–	2374
2022 Q1	$41K	Buy	+930	New	+$39.5K	﹤0.01%	1457
2020 Q4	–	Sell	-3,685	Closed	-$99K	–	1349
2020 Q3	$99K	Buy	+3,685	New	+$104K	0.04%	409
2020 Q1	–	Sell	-7,665	Closed	-$302K	–	598
2019 Q4	$302K	Sell	7,665 -250	-3%	-$9.59K	0.02%	483
2019 Q3	$298K	Buy	7,915 +1,650	+26%	+$60.8K	0.03%	434
2019 Q2	$236K	Buy	+6,265	New	+$236K	0.03%	462

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

Prospera Financial Services's RDIV Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 5.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 8,881 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1029.

Prospera Financial Services first reported a position in RDIV in Q2 2019 and has held it in 14 quarters since. The position peaked at $886K in Q4 2022. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Prospera Financial Services held 8,881 shares of Invesco S&P Ultra Dividend Revenue ETF worth $515K as of Q2 2026.
Prospera Financial Services bought 483 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $27.5K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1029 holding.
Prospera Financial Services first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2019 and has held it in 14 quarters since.
Prospera Financial Services's Invesco S&P Ultra Dividend Revenue ETF position peaked at $886K in Q4 2022.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.