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

Soltis 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
2025
Q2 		– Sell
-7,909
Closed -$386K – 407
2025
Q1 		$386K Buy
+7,909
New +$388K 0.03% 269

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Soltis Investment Advisors's RDIV Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2025, closing a stake of 7,909 shares — an estimated $386K sold.

Soltis Investment Advisors first reported a position in RDIV in Q1 2025 and held it in 1 quarter. The position peaked at $386K in Q1 2025. 116 funds tracked by Wall St. Rank hold RDIV as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 7,909 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2025, an estimated $386K.
  • Soltis Investment Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2025 and held it in 1 quarter.
  • Soltis Investment Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $386K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.