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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Savvy Advisors Inc's RDIV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 7.4% in Q1 2026, buying an estimated $55.5K and bringing the position to 14,606 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #490.

Savvy Advisors Inc first reported a position in RDIV in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

  • Savvy Advisors Inc held 14,606 shares of Invesco S&P Ultra Dividend Revenue ETF worth $813K as of Q1 2026.
  • Savvy Advisors Inc bought 1,007 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2026, an estimated $55.5K.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #490 holding.
  • Savvy Advisors Inc first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.