ProVise Management Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Sell |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $272K | Buy |
|