Squar Milner Financial Services’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Squar Milner Financial Services’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
2020 Q1	–	Sell	-4,050	Closed	-$159K	–	845
2019 Q4	$159K	Buy	+4,050	New	+$155K	0.08%	241
2019 Q3	–	Sell	-4,050	Closed	-$153K	–	594
2019 Q2	$153K	Hold	4,050	–	–	0.1%	200
2019 Q1	$153K	Hold	4,050	–	–	0.11%	203
2018 Q4	$136K	Hold	4,050	–	–	0.13%	182
2018 Q3	$156K	Hold	4,050	–	–	0.14%	188
2018 Q2	$155K	Buy	+4,050	New	+$149K	0.14%	194

Other funds holding RDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Squar Milner Financial Services's RDIV Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2020, closing a stake of 4,050 shares — an estimated $159K sold.

Squar Milner Financial Services first reported a position in RDIV in Q2 2018 and held it in 6 quarters. The position peaked at $159K in Q4 2019. 95 funds tracked by Wall St. Rank hold RDIV as of Q1 2020.

Squar Milner Financial Services reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,050 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2020, an estimated $159K.
Squar Milner Financial Services first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Invesco S&P Ultra Dividend Revenue ETF position peaked at $159K in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.