RDIV

Invesco S&p Ultra Dividend

Latest period2026 - Q2Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 9 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

SuperinvestorPortfolio %Reported Value
Wes Kaufman@Heartwood Wealth Advisors Llc
Recent Activity
Increased 3.26%
3.45%
$44.306M
763,888 shares@ 58.0 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.52%
0.01%
$5.702M
95,582 shares@ 59.66 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
0.02%
$778,940
13,430 shares@ 58.0 avg price
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Increased 5.76%
0.01%
$515,169
8,881 shares@ 58.01 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Decreased -0.68%
0.01%
$403,970
6,965 shares@ 58.0 avg price
Luke I Mann@First Community Trust Na
Recent Activity
0.03%
$63,800
1,100 shares@ 58.0 avg price
Michelle Diamantis@Aventura Private Wealth, Llc
Recent Activity
Decreased -54.16%
0.01%
$15,312
264 shares@ 58.0 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Decreased -0.73%
0.01%
$7,830
135 shares@ 58.0 avg price
Jeffrey Ameen@Spire Wealth Management
Recent Activity
0.01%
$5,858
101 shares@ 58.0 avg price

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