RMR Wealth Builders’s Keeley Dividend ETF KDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+7,400
New +$203K 0.01% 298

Other funds holding KDVD

RMR Wealth Builders's KDVD Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Keeley Dividend ETF (KDVD) in Q2 2026: 7,400 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

2 funds tracked by Wall St. Rank hold KDVD as of Q2 2026.

  • RMR Wealth Builders held 7,400 shares of Keeley Dividend ETF worth $212K as of Q2 2026.
  • Keeley Dividend ETF was a new RMR Wealth Builders position in Q2 2026.
  • Keeley Dividend ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #298 holding.
  • 2 funds tracked by Wall St. Rank held Keeley Dividend ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.