Savvy Advisors Inc
RDIV icon

Savvy Advisors Inc’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Savvy Advisors Inc’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 		$848K Buy
14,614
+8
+0.1% +$456 0.02% 581
2026
Q1 		$813K Buy
14,606
+1,007
+7% +$55.5K 0.02% 490
2025
Q4 		$708K Buy
13,599
+667
+5% +$34.9K 0.02% 452
2025
Q3 		$674K Buy
+12,932
New +$651K 0.03% 356

Other funds holding RDIV

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savvy Advisors Inc's RDIV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 0.05% in Q2 2026, buying an estimated $456 and bringing the position to 14,614 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #581.

Savvy Advisors Inc first reported a position in RDIV in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Savvy Advisors Inc held 14,614 shares of Invesco S&P Ultra Dividend Revenue ETF worth $848K as of Q2 2026.
  • Savvy Advisors Inc bought 8 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $456.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #581 holding.
  • Savvy Advisors Inc first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.