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Triumph Capital Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Triumph Capital 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
Q3 		$14.1K Hold
246
– – ﹤0.01% 1096
2026
Q2 		$14.3K Buy
246
+11
+5% +$627 ﹤0.01% 1050
2026
Q1 		$13.1K Sell
235
-8
-3% -$441 ﹤0.01% 1017
2025
Q4 		$12.6K Buy
+243
New +$12.7K ﹤0.01% 1004

Other funds holding RDIV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management's RDIV Position: Q3 2026 in Review

Triumph Capital Management held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q3 2026 at 246 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Triumph Capital Management first reported a position in RDIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q2 2026. 7 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

  • Triumph Capital Management held 246 shares of Invesco S&P Ultra Dividend Revenue ETF worth $14.1K as of Q3 2026.
  • Triumph Capital Management left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1096 holding.
  • Triumph Capital Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Invesco S&P Ultra Dividend Revenue ETF position peaked at $14.3K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.