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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
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

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Triumph Capital Management's RDIV Position: Q2 2026 in Review

Triumph Capital Management increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 4.7% in Q2 2026, buying an estimated $627 and bringing the position to 246 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Triumph Capital Management first reported a position in RDIV in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Triumph Capital Management held 246 shares of Invesco S&P Ultra Dividend Revenue ETF worth $14.3K as of Q2 2026.
  • Triumph Capital Management bought 11 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $627.
  • Invesco S&P Ultra Dividend Revenue ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1050 holding.
  • Triumph Capital Management first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.