RDIV

Invesco S&p Ultra Dividend

Latest period2024 - Q4Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 10 superinvestors own shares of Invesco S&p Ultra Dividend (RDIV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p Ultra Dividend (RDIV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p Ultra Dividend (RDIV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p Ultra Dividend (RDIV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
Increased 0.76%
3.86%
$34.207M
708,949 shares@ 48.25 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -3.95%
0.01%
$1.578M
32,695 shares@ 48.27 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$953,111
19,086 shares@ 49.94 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.04%
$456,548
9,458 shares@ 48.28 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Decreased -3.07%
0.07%
$133,805
2,773 shares@ 48.26 avg price
John J Gonner@First Community Trust Na
Recent Activity
0.04%
$53,075
1,100 shares@ 48.25 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
0.02%
$51,000
1,055 shares@ 48.35 avg price
Stephanie West@Org Partners Llc
Recent Activity
0.01%
$49,215
1,020 shares@ 48.25 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
0.01%
$34,981
725 shares@ 48.25 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Increased 0.77%
0.01%
$6,369
132 shares@ 48.25 avg price