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

WealthPLAN 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
2018
Q3 		– Sell
-10,319
Closed -$394K – 281
2018
Q2 		$394K Buy
10,319
+1,844
+22% +$68K 0.08% 164
2018
Q1 		$297K Buy
+8,475
New +$306K 0.07% 211

Other funds holding RDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthPLAN Partners's RDIV Position: Q3 2018 in Review

WealthPLAN Partners sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2018, closing a stake of 10,319 shares — an estimated $394K sold.

WealthPLAN Partners first reported a position in RDIV in Q1 2018 and held it in 2 quarters. The position peaked at $394K in Q2 2018. 65 funds tracked by Wall St. Rank hold RDIV as of Q3 2018.

  • WealthPLAN Partners reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 10,319 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2018, an estimated $394K.
  • WealthPLAN Partners first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q1 2018 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P Ultra Dividend Revenue ETF position peaked at $394K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2018.

Based on WealthPLAN Partners's 13F filing for Q3 2018, filed 21 Nov 2018.