Wealthspire Advisors (New York)’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Hold |
|
|||||
|
2025
Q2 | $1.86M | Hold |
|
|||||
|
2025
Q1 | $1.89M | Buy |
|
|||||
|
2024
Q4 | $1.85M | Buy |
|
|||||
|
2024
Q3 | $1.9M | Hold |
|
|||||
|
2024
Q2 | $1.7M | Hold |
|
|||||
|
2024
Q1 | $1.74M | Hold |
|
|||||
|
2023
Q4 | $1.66M | Hold |
|
|||||
|
2023
Q3 | $1.41M | Hold |
|
|||||
|
2023
Q2 | $1.49M | Hold |
|
|||||
|
2023
Q1 | $1.56M | Hold |
|
|||||
|
2022
Q4 | $1.66M | Hold |
|
|||||
|
2022
Q3 | $1.43M | Hold |
|
|||||
|
2022
Q2 | $1.57M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|