Wealthcare Advisory Partners’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,700	Closed	-$68K	–	1556
2021 Q1	$68K	Buy	+1,700	New	+$63.8K	﹤0.01%	788
2020 Q2	–	Sell	-2,430	Closed	-$56K	–	1111
2020 Q1	$56K	Buy	2,430 +500	+26%	+$16.9K	0.01%	490
2019 Q4	$76K	Sell	1,930 -534	-22%	-$20.5K	0.01%	461
2019 Q3	$93K	Buy	2,464 +1,935	+366%	+$71.4K	0.01%	413
2019 Q2	$20K	Buy	+529	New	+$19.9K	﹤0.01%	724

Other funds holding RDIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's RDIV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2021, closing a stake of 1,700 shares — an estimated $68K sold.

Wealthcare Advisory Partners first reported a position in RDIV in Q2 2019 and held it in 5 quarters. The position peaked at $93K in Q3 2019. 104 funds tracked by Wall St. Rank hold RDIV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,700 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2021, an estimated $68K.
Wealthcare Advisory Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $93K in Q3 2019.
104 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.