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Wetzel Investment Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-146
Closed -$6.69K – 714
2024
Q2 		$6.69K Hold
146
– – ﹤0.01% 530
2024
Q1 		$6.28K Hold
146
– – ﹤0.01% 633
2023
Q4 		$6K Buy
+146
New +$5.67K ﹤0.01% 653

Other funds holding RDIV

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wetzel Investment Advisors's RDIV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q3 2024, closing a stake of 146 shares — an estimated $6.69K sold.

Wetzel Investment Advisors first reported a position in RDIV in Q4 2023 and held it in 3 quarters. The position peaked at $6.69K in Q2 2024. 122 funds tracked by Wall St. Rank hold RDIV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 146 Invesco S&P Ultra Dividend Revenue ETF shares in Q3 2024, an estimated $6.69K.
  • Wetzel Investment Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $6.69K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.