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

Prosperity Financial Group’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	$638K	Sell	10,998 -544	-5%	-$31K	0.2%	111
2026 Q1	$642K	Sell	11,542 -397	-3%	-$21.9K	0.24%	106
2025 Q4	$621K	Buy	11,939 +2,406	+25%	+$126K	0.22%	104
2025 Q3	$497K	Sell	9,533 -52	-0.5%	-$2.62K	0.18%	109
2025 Q2	$459K	Buy	9,585 +2,700	+39%	+$126K	0.19%	106
2025 Q1	$336K	Buy	6,885 +2,577	+60%	+$127K	0.17%	117
2024 Q4	$208K	Buy	+4,308	New	+$217K	0.1%	155

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

Prosperity Financial Group's RDIV Position: Q2 2026 in Review

Prosperity Financial Group reduced its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 4.7% in Q2 2026, selling an estimated $31K and leaving 10,998 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #111.

Prosperity Financial Group first reported a position in RDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $642K in Q1 2026. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Prosperity Financial Group held 10,998 shares of Invesco S&P Ultra Dividend Revenue ETF worth $638K as of Q2 2026.
Prosperity Financial Group sold 544 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $31K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.2% of Prosperity Financial Group's portfolio in Q2 2026, its #111 holding.
Prosperity Financial Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2024 and has held it in 7 quarters since.
Prosperity Financial Group's Invesco S&P Ultra Dividend Revenue ETF position peaked at $642K in Q1 2026.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.