13FBOX
INVESCO S&P ULTRA DIVIDEND REVENUE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO S&P ULTRA DIVIDEND REVENUE ETF

RDIV
持有机构数
183
机构合计市值 (Q2 2026)
$7.36亿
机构合计股数 (Q2 2026)
1,266.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+491.0万股
82 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.8万股
74 · 18 清仓 · ≈
⚖️ 净额
+438.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.36亿
持有机构数
183
新买入
25
加仓
57
减仓
56
清仓
18
持股不变
45
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
住友生命保险SUMITOMO LIFE INSURANCE CO
4.17%#1$2.55亿440.0万股$00股+440.0万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#126$6,291.7万108.5万股$5,492.4万105.4万股+3.1万股+2.94%加仓
LPL金融LPL Financial LLC
0.01%0.01%#84$4,718.8万81.4万股$4,175.2万75.0万股+6.3万股+8.46%加仓
Heartwood Wealth Advisors LLC
3.44%3.59%#2$4,430.6万76.4万股$4,117.8万74.0万股+2.4万股+3.25%加仓
Allworth金融Allworth Financial LP
0.18%0.17%#20$4,136.9万71.3万股$4,190.0万75.3万股-4.0万股-5.25%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#143$2,989.7万51.5万股$2,853.9万51.3万股+2,726股+0.53%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#113$2,721.8万46.9万股$2,223.0万39.9万股+7.0万股+17.50%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#119$1,478.2万25.5万股$1,914.1万34.4万股-8.9万股-25.89%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#140$1,045.2万18.0万股$1,201.0万21.6万股-3.5万股-16.42%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#80$991.0万17.1万股$905.0万16.3万股+8,281股+5.09%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#79$783.1万13.5万股$754.0万13.5万股-455股-0.34%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#123$703.4万11.9万股$706.9万12.8万股-9,579股-7.47%减仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#55$664.9万11.5万股$670.3万12.0万股-5,795股-4.81%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#89$643.1万11.1万股$623.6万11.2万股-1,148股-1.02%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#135$599.4万10.1万股$468.7万8.4万股+1.7万股+19.71%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#127$597.2万10.3万股$632.4万11.4万股-1.1万股-9.38%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#153$575.3万9.9万股$555.5万10.0万股-616股-0.62%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#87$570.2万9.6万股$506.0万9.1万股+4,129股+4.51%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#112$558.8万9.6万股$539.8万9.7万股-627股-0.65%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#164$461.4万7.8万股$357.8万6.5万股+1.4万股+20.98%加仓
Wick Capital Partners, LLC
0.67%0.83%#8$450.8万7.6万股$455.0万8.3万股-6,494股-7.86%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#161$437.2万7.4万股$00股+7.4万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#120$431.2万7.4万股$464.0万8.3万股-9,016股-10.81%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.02%0.03%#63$427.0万7.4万股$473.8万8.5万股-1.2万股-13.51%减仓
Janney Montgomery Scott LLC
0.01%0.01%#94$359.2万6.2万股$353.6万6.4万股-1,584股-2.49%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#125$348.0万6.0万股$343.3万6.2万股-1,690股-2.74%减仓
Ascentis Independent Advisors
0.44%0.25%#12$331.7万6.0万股$331.7万6.0万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.06%0.1%#45$322.4万5.6万股$297.4万5.3万股+2,146股+4.02%加仓
Onyx Bridge Wealth Group LLC
0.28%0.32%#15$311.7万5.4万股$296.4万5.3万股+476股+0.89%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.05%0.05%#49$304.4万5.1万股$277.6万5.0万股+975股+1.93%加仓
Lunt Capital Management, Inc.
1.04%0.98%#5$284.5万4.8万股$255.2万4.6万股+1,684股+3.64%加仓
BINGHAM PRIVATE WEALTH, LLC
1.94%1.97%#3$282.6万4.8万股$248.6万4.5万股+2,569股+5.69%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#116$275.1万4.6万股$256.6万4.7万股-155股-0.33%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#159$272.5万4.7万股$254.9万4.6万股+1,189股+2.60%加仓
Longview Financial Advisors, Inc.
1.53%1.48%#4$261.2万4.4万股$242.8万4.4万股+4股+0.01%加仓
Capital Advisors, Ltd. LLC
0.26%0.29%#16$260.2万4.4万股$253.9万4.6万股-2,159股-4.69%减仓
&Partners&PARTNERS
0.01%0.01%#86$243.5万4.2万股$228.8万4.1万股+868股+2.11%加仓
INTEGRITY ALLIANCE, LLC.
0.07%0.03%#39$229.9万4.0万股$81.6万1.5万股+2.5万股+170.36%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.01%0.02%#78$225.0万3.9万股$215.9万3.9万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#158$216.6万3.7万股$202.0万3.6万股+1,050股+2.89%加仓
Davis Investment Partners, LLC
0.63%0.69%#9$208.5万3.5万股$194.9万3.5万股-192股-0.54%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.05%0.06%#48$196.7万3.4万股$220.6万4.0万股-5,732股-14.46%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#138$188.5万3.3万股$181.0万3.3万股-22股-0.07%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#82$184.8万3.2万股$187.7万3.6万股-4,195股-11.63%减仓
Carroll Advisory Group, LLC
0.58%0.64%#10$176.2万3.0万股$163.8万3.0万股00.00%持仓不变
Friedenthal Financial
0.8%0.81%#6$173.9万2.9万股$161.5万2.9万股+25股+0.09%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#108$167.4万2.9万股$151.1万2.7万股+1,714股+6.31%加仓
SFE Investment Counsel
0.22%0.24%#18$159.0万2.7万股$150.2万2.7万股-436股-1.60%减仓
Gateway Wealth Partners, LLC
0.09%0.11%#36$148.3万2.6万股$275.7万5.0万股-2.4万股-48.37%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#145$142.0万2.4万股$131.9万2.4万股+18股+0.08%加仓

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