Summit Financial, LLC
Position in RDIV — Invesco S&P Ultra Dividend Revenue ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in RDIV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RDIV | $402,533 | 7,232 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 RDIV | $367,142 | 7,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 RDIV | $367,706 | 7,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 RDIV | $314,757 | 6,578 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 RDIV | $294,872 | 6,040 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||