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

Simplicity Wealth’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	$805K	Buy	13,885 +3,863	+39%	+$220K	0.03%	490
2026 Q1	$558K	Hold	10,022	–	–	0.03%	433
2025 Q4	$522K	Hold	10,022	–	–	0.03%	418
2025 Q3	$522K	Sell	10,022 -20,044	-67%	-$1.01M	0.03%	430
2025 Q2	$1.44M	Buy	30,066 +20,044	+200%	+$932K	0.06%	256
2025 Q1	$489K	Hold	10,022	–	–	0.04%	344
2024 Q4	$484K	Hold	10,022	–	–	0.1%	174
2024 Q3	$500K	Hold	10,022	–	–	0.05%	291
2024 Q2	$449K	Buy	+10,022	New	+$449K	0.01%	799

Other funds holding RDIV

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 $1.27B AUM 11.08% 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

Simplicity Wealth's RDIV Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 39% in Q2 2026, buying an estimated $220K and bringing the position to 13,885 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #490.

Simplicity Wealth first reported a position in RDIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2025. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Simplicity Wealth held 13,885 shares of Invesco S&P Ultra Dividend Revenue ETF worth $805K as of Q2 2026.
Simplicity Wealth bought 3,863 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $220K.
Invesco S&P Ultra Dividend Revenue ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #490 holding.
Simplicity Wealth first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2024 and has held it in 9 quarters since.
Simplicity Wealth's Invesco S&P Ultra Dividend Revenue ETF position peaked at $1.44M in Q2 2025.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.