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
2026
Q2 		$8.95K Buy
+300
New +$8.86K ﹤0.01% 2401
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 $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

AE Wealth Management's QDVO Position: Q2 2026 in Review

AE Wealth Management opened a new position in Amplify CWP Growth & Income ETF (QDVO) in Q2 2026: 300 shares worth $8.95K. The stake represents ﹤0.01% of the portfolio and ranks #2401 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in QDVO as recently as Q2 2025.

AE Wealth Management first reported a position in QDVO in Q2 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • AE Wealth Management held 300 shares of Amplify CWP Growth & Income ETF worth $8.95K as of Q2 2026.
  • Amplify CWP Growth & Income ETF was a new AE Wealth Management position in Q2 2026.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2401 holding.
  • AE Wealth Management first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.