Public ownership evidence

Invesco S&P Ultra Dividend Revenue ETF (RDIV) Ownership Disclosures

Read RDIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P Ultra Dividend Revenue ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
21,763
Value (USD)
$1,262,236
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RDIV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RDIV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2021,763$1,262,236None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,111$586,438None
Equitable Holdings, Inc.2026-06-302026-08-1831,867$1,848,265None
Synergy Investment Management, LLC2026-06-302026-08-15150$8,700None
Mutual Advisors, LLC2026-06-302026-08-156,138$356,004None
Mission Hills Financial Advisory, LLC2026-06-302026-08-154,181$242,498None
Perennial Investment Advisors, LLC2026-06-302026-08-156,704$388,784None
NFSG Corp2026-06-302026-08-152,106$122,150None
WCG Wealth Advisors LLC2026-06-302026-08-1533,908$1,966,666None
IFG Advisory, LLC2026-06-302026-08-159,767$566,461None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,733$448,530None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,128$471,397None
OSAIC HOLDINGS, INC.2026-06-302026-08-15154,957$8,990,063None
GTS SECURITIES LLC2026-06-302026-08-155,387$312,446None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,510$377,580None
Mission Creek Capital Partners, Inc.2026-06-302026-08-155,091$295,278None
&PARTNERS2026-06-302026-08-1541,982$2,434,936None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15100,957$5,993,807None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,869$282,419None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15318$18,444None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15175,152$10,150,700None
Park Place Capital Corp2026-06-302026-08-1511,500$667,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,769$161,000None
ROYAL BANK OF CANADA2026-06-302026-08-1543,673$2,533,000None
ROYAL BANK OF CANADA2026-06-302026-08-15536$31,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-153,974$230,492None
CITADEL ADVISORS LLC2026-06-302026-08-1517,044$988,552None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,865$688,170None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15187,392$10,868,724None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1555,605$3,225,075None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15416,493$24,156,594None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1552,778$3,061,124None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15128,907$7,476,606None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15381,142$22,106,236None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,416$314,128None
Elite Financial, Inc.2026-06-302026-08-145,336$309,000None
Sanctuary Advisors, LLC2026-06-302026-08-1410,761$624,153None
Rockefeller Capital Management L.P.2026-06-302026-08-14135,013$7,830,771None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1412,270$711,660None
UBS Group AG2026-06-302026-08-1499,195$5,753,310None
Mariner, LLC2026-06-302026-08-143,989$231,380None
Creative Planning2026-06-302026-08-144,961$287,740None
CIBC Bancorp USA Inc.2026-06-302026-08-14350$20,300None
CIBC Bancorp USA Inc.2026-06-302026-08-1412,834$744,372None
Snowden Capital Advisors LLC2026-06-302026-08-144,856$281,675None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1417,264$1,001,299None
VANGUARD ADVISERS INC2026-06-302026-08-143$179None
MORGAN STANLEY2026-06-302026-08-141,082,972$62,812,385None
MORGAN STANLEY2026-06-302026-08-14711$41,271None
MORGAN STANLEY2026-06-302026-08-141,100$63,800None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗Synergy Investment Management, LLC ↗Mutual Advisors, LLC ↗Mission Hills Financial Advisory, LLC ↗Perennial Investment Advisors, LLC ↗NFSG Corp ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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