RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$67K +$73.7K +2,000 New
ACS
77
Archford Capital Strategies
Illinois
$20K – – –
US Bancorp
78
US Bancorp
Minnesota
$18K +$20K +543 New
CAL
79
Capital Analysts LLC
Pennsylvania
$13K +$14.7K +400 New
ESB
80
Essex Savings Bank
Connecticut
$13K +$14.7K +400 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$10K +$11.1K +300 New
WEC
82
Winslow Evans & Crocker
Massachusetts
$8K – – –
CFA
83
Carroll Financial Associates
North Carolina
$5K – – –
FANJ
84
Financial Architects (New Jersey)
New Jersey
$5K +$2.21K +60 +67%
PCG
85
Private Capital Group
Connecticut
$3K – – –
CIAS
86
Capital Investment Advisory Services
North Carolina
$1K +$1.47K +40 New
RJFSA
87
Raymond James Financial Services Advisors
Florida
– -$14.3M -372,079 Closed
PAG
88
Private Advisory Group
Washington
– -$792K -20,899 Closed
NFG
89
Noven Financial Group
Colorado
– -$674K -17,487 Closed
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$510K -13,221 Closed
FF
91
Friedenthal Financial
New Jersey
– -$494K -12,820 Closed
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
– -$314K -8,141 Closed
BWP
93
Baldwin Wealth Partners
Massachusetts
– -$58K -1,504 Closed
SPIA
94
Steward Partners Investment Advisory
New York
– -$27K -700 Closed
WF
95
WealthTrust Fairport
Ohio
– -$16K -417 Closed
SIS
96
Sound Income Strategies
Florida
– -$15K -400 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
– +$258 +7 New