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

Sound View Wealth 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
2019
Q1 		$3.04M Buy
80,355
+13,212
+20% +$486K 0.95% 32
2018
Q4 		$2.25M Buy
+67,143
New +$2.47M 0.81% 34

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sound View Wealth Advisors's RDIV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 20% in Q1 2019, buying an estimated $486K and bringing the position to 80,355 shares worth $3.04M. The position accounts for 0.95% of the portfolio, ranked #32.

Sound View Wealth Advisors first reported a position in RDIV in Q4 2018 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold RDIV as of Q1 2019.

  • Sound View Wealth Advisors held 80,355 shares of Invesco S&P Ultra Dividend Revenue ETF worth $3.04M as of Q1 2019.
  • Sound View Wealth Advisors bought 13,212 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2019, an estimated $486K.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.95% of Sound View Wealth Advisors's portfolio in Q1 2019, its #32 holding.
  • Sound View Wealth Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2018 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.