Wealthspire Advisors (New York)’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$2.16M	Hold	38,796	–	–	0.02%	279
2025 Q4	$2.02M	Hold	38,796	–	–	0.02%	297
2025 Q3	$2.02M	Hold	38,796	–	–	0.01%	278
2025 Q2	$1.86M	Hold	38,796	–	–	0.01%	287
2025 Q1	$1.89M	Buy	38,796 +393	+1%	+$19.3K	0.01%	282
2024 Q4	$1.85M	Buy	38,403 +403	+1%	+$20.3K	0.02%	259
2024 Q3	$1.9M	Hold	38,000	–	–	0.02%	263
2024 Q2	$1.7M	Hold	38,000	–	–	0.02%	227
2024 Q1	$1.74M	Hold	38,000	–	–	0.02%	225
2023 Q4	$1.66M	Hold	38,000	–	–	0.02%	223
2023 Q3	$1.41M	Hold	38,000	–	–	0.02%	216
2023 Q2	$1.49M	Hold	38,000	–	–	0.02%	185
2023 Q1	$1.56M	Hold	38,000	–	–	0.03%	180
2022 Q4	$1.66M	Hold	38,000	–	–	0.03%	177
2022 Q3	$1.43M	Hold	38,000	–	–	0.03%	182
2022 Q2	$1.57M	Buy	+38,000	New	+$1.64M	0.03%	163
2021 Q4	–	Sell	-38,000	Closed	-$1.48M	–	606
2021 Q3	$1.48M	Buy	+38,000	New	+$1.53M	0.03%	202

Other funds holding RDIV

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HWA

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s RDIV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Invesco S&P Ultra Dividend Revenue ETF (RDIV) position steady in Q1 2026 at 38,796 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #279.

Wealthspire Advisors (New York) first reported a position in RDIV in Q3 2021 and has held it in 17 quarters since. 126 funds tracked by Wall St. Rank hold RDIV as of Q1 2026.

Wealthspire Advisors (New York) held 38,796 shares of Invesco S&P Ultra Dividend Revenue ETF worth $2.16M as of Q1 2026.
Wealthspire Advisors (New York) left its Invesco S&P Ultra Dividend Revenue ETF share count unchanged in Q1 2026.
Invesco S&P Ultra Dividend Revenue ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #279 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q3 2021 and has held it in 17 quarters since.
126 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.