Sound View Wealth Advisors Group’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Sound View Wealth Advisors Group’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	$552K	Buy	9,514 +3,857	+68%	+$220K	0.03%	271
2026 Q1	$315K	Buy	5,657 +568	+11%	+$31.3K	0.02%	337
2025 Q4	$265K	Buy	+5,089	New	+$266K	0.02%	361
2020 Q2	–	Sell	-115,792	Closed	-$2.69M	–	244
2020 Q1	$2.69M	Sell	115,792 -16,599	-13%	-$560K	0.93%	36
2019 Q4	$5.22M	Buy	132,391 +14,892	+13%	+$571K	1.47%	15
2019 Q3	$4.43M	Buy	117,499 +24,716	+27%	+$911K	1.32%	16
2019 Q2	$3.49M	Buy	+92,783	New	+$3.49M	1.03%	28

Other funds holding RDIV

SLI

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 $1.29B AUM 22.27% 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

Sound View Wealth Advisors Group's RDIV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 68% in Q2 2026, buying an estimated $220K and bringing the position to 9,514 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #271.

Sound View Wealth Advisors Group first reported a position in RDIV in Q2 2019 and has held it in 7 quarters since. The position peaked at $5.22M in Q4 2019. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

Sound View Wealth Advisors Group held 9,514 shares of Invesco S&P Ultra Dividend Revenue ETF worth $552K as of Q2 2026.
Sound View Wealth Advisors Group bought 3,857 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 Sound View Wealth Advisors Group's portfolio in Q2 2026, its #271 holding.
Sound View Wealth Advisors Group first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2019 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Invesco S&P Ultra Dividend Revenue ETF position peaked at $5.22M in Q4 2019.
127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.