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 Q3	$4.46M	Sell	77,430 -18,152	-19%	-$1.12M	0.01%	1166
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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's RDIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P Ultra Dividend Revenue ETF (RDIV) stake by 19% in Q3 2026, selling an estimated $1.12M and leaving 77,430 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #1166.

Wealth Enhancement Advisory Services first reported a position in RDIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.7M in Q2 2026. 7 funds tracked by Wall St. Rank hold RDIV as of Q3 2026.

Wealth Enhancement Advisory Services held 77,430 shares of Invesco S&P Ultra Dividend Revenue ETF worth $4.46M as of Q3 2026.
Wealth Enhancement Advisory Services sold 18,152 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2026, an estimated $1.12M.
Invesco S&P Ultra Dividend Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1166 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 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P Ultra Dividend Revenue ETF position peaked at $5.7M in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.