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

Whipplewood 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
2025
Q2 		– Sell
-12,227
Closed -$40.6K – 1256
2025
Q1 		$40.6K Buy
12,227
+11,396
+1,371% +$560K 0.02% 337
2024
Q4 		$40.1K Buy
+831
New +$41.8K 0.02% 339

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Whipplewood Advisors's RDIV Position: Q2 2025 in Review

Whipplewood Advisors sold out of Invesco S&P Ultra Dividend Revenue ETF (RDIV) in Q2 2025, closing a stake of 12,227 shares — an estimated $40.6K sold.

Whipplewood Advisors first reported a position in RDIV in Q4 2024 and held it in 2 quarters. The position peaked at $40.6K in Q1 2025. 116 funds tracked by Wall St. Rank hold RDIV as of Q2 2025.

  • Whipplewood Advisors reported no remaining Invesco S&P Ultra Dividend Revenue ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 12,227 Invesco S&P Ultra Dividend Revenue ETF shares in Q2 2025, an estimated $40.6K.
  • Whipplewood Advisors first reported a position in Invesco S&P Ultra Dividend Revenue ETF in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Invesco S&P Ultra Dividend Revenue ETF position peaked at $40.6K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Invesco S&P Ultra Dividend Revenue ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.