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1858 Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

1858 Wealth Management’s Portfolio DIVO Stock Details DIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$322K Hold
7,220
– – 0.23% 70
2025
Q2 		$307K Hold
7,220
– – 0.23% 78
2025
Q1 		$294K Hold
7,220
– – 0.25% 76
2024
Q4 		$292K Buy
+7,220
New +$300K 0.23% 89

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1858 Wealth Management's DIVO Position: Q3 2025 in Review

1858 Wealth Management held its Amplify CWP Enhanced Dividend Income ETF (DIVO) position steady in Q3 2025 at 7,220 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #70.

1858 Wealth Management first reported a position in DIVO in Q4 2024 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold DIVO as of Q3 2025.

  • 1858 Wealth Management held 7,220 shares of Amplify CWP Enhanced Dividend Income ETF worth $322K as of Q3 2025.
  • 1858 Wealth Management left its Amplify CWP Enhanced Dividend Income ETF share count unchanged in Q3 2025.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.23% of 1858 Wealth Management's portfolio in Q3 2025, its #70 holding.
  • 1858 Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.