RDIV

Invesco S&p Ultra Dividend

Latest period2026 - Q1Total superinvestors126

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 126 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
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -0.28%
0.01%
$58.332M
1.048M shares@ 55.67 avg price
Corey Gamble@Allworth Financial Lp
Recent Activity
Increased 1401.37%
0.17%
$41.9M
752,785 shares@ 55.66 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 9.71%
0.02%
$41.752M
750,121 shares@ 55.66 avg price
Wesley Kaufman@Heartwood Wealth Advisors Llc
Recent Activity
Increased 0.37%
3.6%
$41.178M
739,810 shares@ 55.67 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -3.24%
0.01%
$28.539M
512,739 shares@ 55.67 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -2.04%
0.01%
$22.23M
399,394 shares@ 55.67 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 54.23%
0.01%
$19.141M
343,899 shares@ 55.66 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -2.14%
0.01%
$12.01M
215,763 shares@ 55.67 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -2.08%
0.02%
$9.05M
162,537 shares@ 55.68 avg price
Rizwan Mirza@Rockefeller Capital Management L.p.
Recent Activity
Increased 1.25%
0.02%
$7.54M
135,468 shares@ 55.67 avg price

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