Synergy Investment Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Synergy Investment Management’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 Q1	$8.35K	Buy	+150	New	+$8.27K	﹤0.01%	518

Other funds holding RDIV

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HWA

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Synergy Investment Management's RDIV Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2026: 150 shares worth $8.35K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings.

126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

Synergy Investment Management held 150 shares of Invesco S&P Ultra Dividend Revenue ETF worth $8.35K as of Q1 2026.
Invesco S&P Ultra Dividend Revenue ETF was a new Synergy Investment Management position in Q1 2026.
Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #518 holding.
126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.