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Rdiv etf shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rdiv etf by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.3k 150 55.66

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Rdiv etf

Morgan Stanley
Heartwood Wealth Advisors
Hanson McClain Advisors
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Advisor Group Holdings
Rockefeller Capital Management
Private Advisor
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
UBS Group
Stifel Financial

View all funds holding Rdiv etf