Whipplewood Advisors’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
Sell
-12,227
Closed -$40.6K 1257
2025
Q1
$40.6K Buy
12,227
+11,396
+1,371% +$37.8K 0.02% 337
2024
Q4
$40.1K Buy
+831
New +$40.1K 0.02% 339