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SkyView Investment Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

SkyView Investment Advisors’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
2023
Q3 		– Sell
-5,635
Closed -$221K – 729
2023
Q2 		$221K Hold
5,635
– – 0.06% 352
2023
Q1 		$232K Hold
5,635
– – 0.05% 340
2022
Q4 		$246K Buy
+5,635
New +$241K 0.07% 310

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SkyView Investment Advisors's RDIV Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2023, closing a stake of 5,635 shares — an estimated $221K sold.

SkyView Investment Advisors first reported a position in RDIV in Q4 2022 and held it in 3 quarters. The position peaked at $246K in Q4 2022. 110 funds tracked by Wall St. Rank hold RDIV as of Q3 2023.

  • SkyView Investment Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 5,635 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2023, an estimated $221K.
  • SkyView Investment Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2022 and held it in 3 quarters.
  • SkyView Investment Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $246K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.