Sound Income Strategies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Sound Income Strategies’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	–	Sell	-175	Closed	-$9.67K	–	1952
2026 Q1	$9.67K	Hold	175	–	–	﹤0.01%	1522
2025 Q4	$9.38K	Buy	+175	New	+$9.16K	﹤0.01%	1502
2020 Q1	–	Sell	-2,000	Closed	-$79K	–	848
2019 Q4	$79K	Buy	+2,000	New	+$76.7K	0.02%	98
2018 Q4	–	Sell	-400	Closed	-$15K	–	767
2018 Q3	$15K	Buy	+400	New	+$15.5K	0.01%	288

Other funds holding RDIV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Sound Income Strategies's RDIV Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2026, closing a stake of 175 shares — an estimated $9.67K sold.

Sound Income Strategies first reported a position in RDIV in Q3 2018 and held it in 4 quarters. The position peaked at $79K in Q4 2019. 44 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Sound Income Strategies reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 175 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $9.67K.
Sound Income Strategies first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2018 and held it in 4 quarters.
Sound Income Strategies's Invesco S&P Ultra Dividend Revenue ETF position peaked at $79K in Q4 2019.
44 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.