AWM
QDVO

AE Wealth Management’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

AE Wealth Management’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-310
Closed -$8.56K – 2385
2025
Q2 		$8.56K Buy
+310
New +$7.92K ﹤0.01% 1896

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AE Wealth Management's QDVO Position: Q3 2025 in Review

AE Wealth Management sold out of Amplify CWP Growth & Income ETF (QDVO) in Q3 2025, closing a stake of 310 shares — an estimated $8.56K sold.

AE Wealth Management first reported a position in QDVO in Q2 2025 and held it in 1 quarter. The position peaked at $8.56K in Q2 2025. 27 funds tracked by Wall St. Rank hold QDVO as of Q3 2025.

  • AE Wealth Management reported no remaining Amplify CWP Growth & Income ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 310 Amplify CWP Growth & Income ETF shares in Q3 2025, an estimated $8.56K.
  • AE Wealth Management first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's Amplify CWP Growth & Income ETF position peaked at $8.56K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.