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Wagner Wealth Management (South Carolina)’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q1 		– Sell
-700
Closed -$26K – 669
2017
Q4 		$26K Buy
+700
New +$24.8K 0.02% 275

Other funds holding RDIV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RDIV Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q1 2018, closing a stake of 700 shares — an estimated $26K sold.

Wagner Wealth Management (South Carolina) first reported a position in RDIV in Q4 2017 and held it in 1 quarter. The position peaked at $26K in Q4 2017. 48 funds tracked by Wall St. Rank hold RDIV as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 700 Invesco S&P Ultra Dividend Revenue ETF shares in Q1 2018, an estimated $26K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Invesco S&P Ultra Dividend Revenue ETF position peaked at $26K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.