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Invesco S&P Ultra Dividend (RDIV)

CUSIP: 46138G656 | NYSE | 352 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Heartwood Wealth Advisors LLC762,724
3.4% of portfolio›$43.6M
Commonwealth Equity Services, LLC106,947
0.0% of portfolio›$6.1M
Wealth Enhancement Advisory Services, LLC77,430
0.0% of portfolio›$4.5M
Ascentis Independent Advisors59,091
0.2% of portfolio›$3.4M
Onyx Bridge Wealth Group LLC55,492
0.3% of portfolio›$3.2M
Kestra Advisory Services, LLC34,058
0.0% of portfolio›$1.9M
Truist Financial Corp33,168
0.0% of portfolio›$1.9M
Kingswood Wealth Advisors, LLC22,178
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.17,367
0.0% of portfolio›$992.0K
Intrua Financial, LLC16,575
0.1% of portfolio›$947.2K
Ashton Thomas Securities, LLC15,247
0.1% of portfolio›$871.3K
Concurrent Investment Advisors, LLC14,861
0.0% of portfolio›$849.3K
Simplicity Wealth,LLC13,677
0.0% of portfolio›$781.7K
Aspiriant, LLC13,430
0.0% of portfolio›$767.5K
Herold Advisors, Inc.12,152
0.1% of portfolio›$694.5K
Prosperity Financial Group, Inc.10,621
0.2% of portfolio›$607.0K
Prospera Financial Services Inc9,644
0.0% of portfolio›$586.4K
Flagship Harbor Advisors, LLC8,287
0.0% of portfolio›$473.6K
International Assets Investment Management, LLC7,950
0.0% of portfolio›$453.9K
IFP Advisors, Inc6,967
0.0% of portfolio›$398.2K
Kestra Private Wealth Services, LLC6,424
0.0% of portfolio›$367.2K
Englebert Financial Advisers, LLC6,094
0.3% of portfolio›$348.3K
Creative Financial Designs Inc5,537
0.0% of portfolio›$316.5K
Claro Advisors Inc.5,495
0.0% of portfolio›$314.0K
Sagespring Wealth Partners, LLC4,862
0.0% of portfolio›$277.9K
Choreo, LLC4,612
0.0% of portfolio›$263.6K
Creative Planning4,597
0.0% of portfolio›$262.7K
Aurora Private Wealth, Inc.4,367
0.0% of portfolio›$250
Patriot Financial Group Insurance Agency, LLC4,302
0.0% of portfolio›$245.9K
SeaBridge Investment Advisors LLC4,240
0.0% of portfolio›$242.3K
Ashton Thomas Private Wealth, LLC3,566
0.0% of portfolio›$203.8K
Private Trust Co NA2,163
0.0% of portfolio›$123.6K
Nfsg Corp1,950
0.0% of portfolio›$111.4K
Cape Investment Advisory, Inc.1,461
0.0% of portfolio›$83.5K
Allspring Global Investments Holdings, LLC1,253
0.0% of portfolio›$71.5K
First Community Trust NA1,100
0.0% of portfolio›$62.9K
EverSource Wealth Advisors, LLC870
0.0% of portfolio›$49.7K
Capital Investment Advisory Services, LLC560
0.0% of portfolio›$32.0K
North Star Investment Management Corp.500
0.0% of portfolio›$28.6K
Assetmark, Inc301
0.0% of portfolio›$17.2K
Triumph Capital Management246
0.0% of portfolio›$14.1K
Key FInancial Inc207
0.0% of portfolio›$11.8K
Hilton Head Capital Partners, LLC178
0.0% of portfolio›$10.2K
Farther Finance Advisors, LLC135
0.0% of portfolio›$7.7K
Spire Wealth Management101
0.0% of portfolio›$5.8K
StyleTurnoverLocationFiled
Heartwood Wealth Advisors LLC
762,724$43.6M3.4%ETFLowRichmond, VA2026-10-05
Commonwealth Equity Services, LLC
106,947$6.1M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
77,430$4.5M0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Independent Advisors
59,091$3.4M0.2%ETFLowDallas, TX2026-11-03
Onyx Bridge Wealth Group LLC
55,492$3.2M0.3%ETFMediumTarrytown, NY2026-10-16
Kestra Advisory Services, LLC
34,058$1.9M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
33,168$1.9M0.0%CoreLowCharlotte, NC2026-10-30
Kingswood Wealth Advisors, LLC
22,178$1.3M0.0%GrowthLowSan Diego, CA2026-10-23
Cambridge Investment Research Advisors, Inc.
17,367$992.0K0.0%ETFLowFairfield, IA2026-11-02
Intrua Financial, LLC
16,575$947.2K0.1%ETFMediumHouston, TX2026-10-28
Ashton Thomas Securities, LLC
15,247$871.3K0.1%ETFMediumRochester, NY2026-10-26
Concurrent Investment Advisors, LLC
14,861$849.3K0.0%GrowthMediumTampa, FL2026-10-16
Simplicity Wealth,LLC
13,677$781.7K0.0%ETFLowSummit, NJ2026-10-23
Aspiriant, LLC
13,430$767.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Herold Advisors, Inc.
12,152$694.5K0.1%CoreLowNew York, NY2026-10-19
Prosperity Financial Group, Inc.
10,621$607.0K0.2%GrowthMediumSan Ramon, CA2026-10-29
Prospera Financial Services Inc
9,644$586.4K0.0%CoreMediumDallas, TX2026-11-04
Flagship Harbor Advisors, LLC
8,287$473.6K0.0%ETFMediumBoston, MA2026-10-26
International Assets Investment Management, LLC
7,950$453.9K0.0%CoreVery HighOrlando, FL2026-11-02
IFP Advisors, Inc
6,967$398.2K0.0%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
6,424$367.2K0.0%GrowthLowAustin, TX2026-10-30
Englebert Financial Advisers, LLC
6,094$348.3K0.3%ETFMediumAllentown, PA2026-10-20
Creative Financial Designs Inc
5,537$316.5K0.0%ETFMediumKokomo, IN2026-11-04
Claro Advisors Inc.
5,495$314.0K0.0%CoreLowBoston, MA2026-11-02
Sagespring Wealth Partners, LLC
4,862$277.9K0.0%ETFLowFranklin, TN2026-10-22
Choreo, LLC
4,612$263.6K0.0%IndexLowRockford, IL2026-10-28
Creative Planning
4,597$262.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Aurora Private Wealth, Inc.
4,367$2500.0%ETFLowRockaway, NJ2026-10-20
Patriot Financial Group Insurance Agency, LLC
4,302$245.9K0.0%GrowthLowWalpole, MA2026-10-14
SeaBridge Investment Advisors LLC
4,240$242.3K0.0%GrowthMediumSummit, NJ2026-11-02
Ashton Thomas Private Wealth, LLC
3,566$203.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
2,163$123.6K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
1,950$111.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Cape Investment Advisory, Inc.
1,461$83.5K0.0%ETFLowMcdonough, GA2026-10-13
Allspring Global Investments Holdings, LLC
1,253$71.5K0.0%CoreMediumCharlotte, NC2026-11-04
First Community Trust NA
1,100$62.9K0.0%GrowthLowDubuque, IA2026-10-07
EverSource Wealth Advisors, LLC
870$49.7K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Investment Advisory Services, LLC
560$32.0K0.0%CoreMediumRaleigh, NC2026-10-30
North Star Investment Management Corp.
500$28.6K0.0%CoreLowChicago, IL2026-10-27
Assetmark, Inc
301$17.2K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
246$14.1K0.0%ETFMediumDenver, CO2026-10-14
Key FInancial Inc
207$11.8K0.0%ETFLowWest Chester, PA2026-11-02
Hilton Head Capital Partners, LLC
178$10.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Farther Finance Advisors, LLC
135$7.7K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
101$5.8K0.0%GrowthMediumMclean, VA2026-10-30