SeaCrest Wealth Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-946	Closed	-$39K	–	1303
2022 Q2	$39K	Buy	+946	New	+$40.8K	﹤0.01%	1226
2019 Q2	–	Sell	-1,000	Closed	-$38K	–	1548
2019 Q1	$38K	Sell	1,000 -1,000	-50%	-$36.8K	0.01%	1041
2018 Q4	$67K	Buy	+2,000	New	+$73.7K	0.01%	804

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's RDIV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2022, closing a stake of 946 shares — an estimated $39K sold.

SeaCrest Wealth Management first reported a position in RDIV in Q4 2018 and held it in 3 quarters. The position peaked at $67K in Q4 2018. 103 funds tracked by Wall St. Rank hold RDIV as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 946 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2022, an estimated $39K.
SeaCrest Wealth Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2018 and held it in 3 quarters.
SeaCrest Wealth Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $67K in Q4 2018.
103 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.