SMA
Sage Mountain Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Hold |
573
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $28K | Hold |
573
| – | – | ﹤0.01% | 447 |
|
|
2024
Q4 | $27.6K | Hold |
573
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $28.6K | Hold |
573
| – | – | ﹤0.01% | 453 |
|
|
2024
Q2 | $25.7K | Hold |
573
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $26.3K | Buy |
573
+100
| +21% | +$4.58K | ﹤0.01% | 373 |
|
|
2023
Q4 | $20.7K | Hold |
473
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $17.6K | Buy |
+473
| New | +$17.6K | ﹤0.01% | 323 |
|