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Rdiv etf shares owned by Summit Financial

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Rdiv etf

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All positions including Rdiv etf held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 7.1k 52.12
2025-06-30 $315k 6.6k 47.85
2025-03-31 $295k 6.0k 48.82

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Top funds holding Rdiv etf

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

View all funds holding Rdiv etf