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Rdiv etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $374k 7.2k 52.04
2023-03-31 $954k 23k 41.14
2022-12-31 $1.5M 34k 43.57
2022-09-30 $561k 15k 37.71

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Rdiv etf

Heartwood Wealth Advisors
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Advisor Group Holdings
Rockefeller Capital Management
Tactive Advisors
Private Advisor
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
BancorpSouth Bank
UBS Group

View all funds holding Rdiv etf