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Realta Investment Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-2,197
Closed -$87K – 1138
2019
Q4 		$87K Buy
2,197
+1,420
+183% +$54.5K 0.02% 538
2019
Q3 		$30K Sell
777
-35
-4% -$1.29K 0.01% 802
2019
Q2 		$31K Buy
+812
New +$30.5K 0.01% 798

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Realta Investment Advisors's RDIV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2020, closing a stake of 2,197 shares — an estimated $87K sold.

Realta Investment Advisors first reported a position in RDIV in Q2 2019 and held it in 3 quarters. The position peaked at $87K in Q4 2019. 95 funds tracked by Wall St. Rank hold RDIV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,197 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2020, an estimated $87K.
  • Realta Investment Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $87K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.