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Rdiv etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $82k 1.9k 43.70
2023-09-30 $70k 1.9k 37.20
2023-06-30 $74k 1.9k 39.14
2023-03-31 $78k 1.9k 41.14

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Top funds holding Rdiv etf

Heartwood Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
Private Advisor
UBS Group
Raymond James Financial Services Advisors
Raymond James & Associates
Rockefeller Capital Management
Commonwealth Equity Services
Hanson McClain Advisors
Stifel Financial
H D Vest Advisory Services
Royal Bank of Canada
Mercer Global Advisors

View all funds holding Rdiv etf