Wealthspire Advisors (New York)’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Hold |
38,796
| – | – | 0.01% | 287 |
|
|
2025
Q1 | $1.89M | Buy |
38,796
+393
| +1% | +$19.2K | 0.01% | 282 |
|
|
2024
Q4 | $1.85M | Buy |
38,403
+403
| +1% | +$19.4K | 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 | +$1.57M | 0.03% | 163 |
|
|
2021
Q4 | – | Sell |
-38,000
| Closed | -$1.48M | – | 607 |
|
|
2021
Q3 | $1.48M | Buy |
+38,000
| New | +$1.48M | 0.03% | 202 |
|