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Salem Investment Counselors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Salem Investment Counselors’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
2019
Q4 		– Sell
-913
Closed -$34K – 704
2019
Q3 		$34K Buy
+913
New +$33.7K ﹤0.01% 412

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salem Investment Counselors's RDIV Position: Q4 2019 in Review

Salem Investment Counselors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q4 2019, closing a stake of 913 shares — an estimated $34K sold.

Salem Investment Counselors first reported a position in RDIV in Q3 2019 and held it in 1 quarter. The position peaked at $34K in Q3 2019. 125 funds tracked by Wall St. Rank hold RDIV as of Q4 2019.

  • Salem Investment Counselors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q4 2019 after selling out during the quarter.
  • Salem Investment Counselors sold 913 Invesco S&P Ultra Dividend Revenue ETF shares in Q4 2019, an estimated $34K.
  • Salem Investment Counselors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2019 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $34K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q4 2019.

Based on Salem Investment Counselors's 13F filing for Q4 2019, filed 13 Feb 2020.