Wealth Enhancement Advisory Services
RDIV icon

Wealth Enhancement Advisory Services’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Wealth Enhancement Advisory 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
2026
Q2 		$5.7M Buy
95,582
+4,129
+5% +$235K 0.01% 933
2026
Q1 		$5.06M Sell
91,453
-7,790
-8% -$429K 0.01% 895
2025
Q4 		$5.27M Sell
99,243
-4,275
-4% -$224K 0.01% 988
2025
Q3 		$5.38M Buy
103,518
+1,589
+2% +$80K 0.01% 914
2025
Q2 		$5.04M Sell
101,929
-13,640
-12% -$634K 0.01% 897
2025
Q1 		$5.64M Buy
115,569
+8,036
+7% +$395K 0.01% 787
2024
Q4 		$5.19M Buy
107,533
+88,447
+463% +$4.45M 0.01% 786
2024
Q3 		$953K Sell
19,086
-722
-4% -$34.6K ﹤0.01% 1431
2024
Q2 		$887K Buy
19,808
+9,254
+88% +$415K ﹤0.01% 1338
2024
Q1 		$484K Sell
10,554
-566
-5% -$24.6K ﹤0.01% 1606
2023
Q4 		$486K Buy
11,120
+16
+0.1% +$621 ﹤0.01% 1527
2023
Q3 		$413K Buy
+11,104
New +$440K ﹤0.01% 1544

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

Wealth Enhancement Advisory Services's RDIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 4.5% in Q2 2026, buying an estimated $235K and bringing the position to 95,582 shares worth $5.7M. The position accounts for 0.01% of the portfolio, ranked #933.

Wealth Enhancement Advisory Services first reported a position in RDIV in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold RDIV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 95,582 shares of Invesco S&P Ultra Dividend Revenue ETF worth $5.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,129 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2026, an estimated $235K.
  • Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #933 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2023 and has held it in 12 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.