Sage Mountain Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Sage Mountain 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
2026 Q2	–	Sell	-573	Closed	-$31.9K	–	314
2026 Q1	$31.9K	Hold	573	–	–	﹤0.01%	257
2025 Q4	$29.8K	Hold	573	–	–	﹤0.01%	537
2025 Q3	$29.9K	Hold	573	–	–	﹤0.01%	523
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%	+$4.35K	﹤0.01%	373
2023 Q4	$20.7K	Hold	473	–	–	﹤0.01%	322
2023 Q3	$17.6K	Buy	+473	New	+$18.7K	﹤0.01%	323

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

Sage Mountain Advisors's RDIV Position: Q2 2026 in Review

Sage Mountain Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 573 shares — an estimated $31.9K sold.

Sage Mountain Advisors first reported a position in RDIV in Q3 2023 and held it in 11 quarters. The position peaked at $31.9K in Q1 2026. 126 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Sage Mountain Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
Sage Mountain Advisors sold 573 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $31.9K.
Sage Mountain Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2023 and held it in 11 quarters.
Sage Mountain Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $31.9K in Q1 2026.
126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.