Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / S&P ULTRA DIVIDE
-
Number of holders
-
114
-
Total 13F shares, excl. options
-
6,163,643
-
Shares change
-
+149,093
-
Total reported value, excl. options
-
$295,091,640
-
Value change
-
+$7,586,318
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Number of buys
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57
-
Number of sells
-
-43
-
Price
-
$47.85
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P ULTRA DIVIDE (RDIV) as of Q2 2025
124 filings reported holding RDIV - INVESCO EXCH TRADED FD TR II - S&P ULTRA DIVIDE as of Q2 2025.
INVESCO EXCH TRADED FD TR II - S&P ULTRA DIVIDE (RDIV) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,163,643 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,048,296 shares), Heartwood Wealth Advisors LLC (711,039 shares), LPL Financial LLC (582,399 shares), BANK OF AMERICA CORP /DE/ (550,790 shares), WELLS FARGO & COMPANY/MN (340,466 shares), STIFEL FINANCIAL CORP (253,000 shares), AMERIPRISE FINANCIAL INC (218,614 shares), OSAIC HOLDINGS, INC. (174,013 shares), RAYMOND JAMES FINANCIAL INC (170,858 shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (161,039 shares).
This table shows the top 114 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.