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

AE 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
2026
Q1 		$446K Buy
9,940
+5,848
+143% +$268K ﹤0.01% 1169
2025
Q4 		$182K Buy
4,092
+1,388
+51% +$62.5K ﹤0.01% 1542
2025
Q3 		$121K Buy
2,704
+358
+15% +$15.5K ﹤0.01% 1515
2025
Q2 		$99.8K Sell
2,346
-14
-0.6% -$569 ﹤0.01% 1483
2025
Q1 		$96.2K Sell
2,360
-376
-14% -$15.6K ﹤0.01% 1451
2024
Q4 		$111K Buy
+2,736
New +$114K ﹤0.01% 1404
2024
Q1 		– Sell
-8,366
Closed -$311K – 1346
2023
Q4 		$311K Buy
8,366
+335
+4% +$11.8K ﹤0.01% 1680
2023
Q3 		$279K Sell
8,031
-4,455
-36% -$160K ﹤0.01% 1641
2023
Q2 		$450K Buy
12,486
+164
+1% +$5.83K ﹤0.01% 1448
2023
Q1 		$437K Buy
12,322
+5,779
+88% +$205K ﹤0.01% 1410
2022
Q4 		$235K Sell
6,543
-870
-12% -$30.7K ﹤0.01% 1610
2022
Q3 		$237K Sell
7,413
-414
-5% -$14.3K ﹤0.01% 1557
2022
Q2 		$263K Sell
7,827
-1,254
-14% -$44.7K ﹤0.01% 1495
2022
Q1 		$340K Sell
9,081
-1,615
-15% -$59.8K ﹤0.01% 1373
2021
Q4 		$408K Buy
10,696
+100
+0.9% +$3.7K ﹤0.01% 1336
2021
Q3 		$370K Sell
10,596
-126,526
-92% -$4.59M ﹤0.01% 1288
2021
Q2 		$4.92M Buy
137,122
+19,034
+16% +$677K 0.04% 367
2021
Q1 		$4.07M Buy
118,088
+21,272
+22% +$712K 0.04% 364
2020
Q4 		$3.17M Buy
96,816
+14,644
+18% +$462K 0.04% 367
2020
Q3 		$2.5M Buy
+82,172
New +$2.46M 0.04% 375

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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AE Wealth Management's DIVO Position: Q1 2026 in Review

AE Wealth Management increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 143% in Q1 2026, buying an estimated $268K and bringing the position to 9,940 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

AE Wealth Management first reported a position in DIVO in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.92M in Q2 2021. 383 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • AE Wealth Management held 9,940 shares of Amplify CWP Enhanced Dividend Income ETF worth $446K as of Q1 2026.
  • AE Wealth Management bought 5,848 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $268K.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1169 holding.
  • AE Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and has held it in 20 quarters since.
  • AE Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.92M in Q2 2021.
  • 383 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.