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Ahrens Investment Partners’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$248K Sell
7,000
-14,100
-67% -$500K 0.12% 119
2022
Q4 		$757K Buy
+21,100
New +$744K 0.34% 63

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Ahrens Investment Partners's DIVO Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 67% in Q1 2023, selling an estimated $500K and leaving 7,000 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #119.

Ahrens Investment Partners first reported a position in DIVO in Q4 2022 and has held it in 2 quarters since. The position peaked at $757K in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q1 2023.

  • Ahrens Investment Partners held 7,000 shares of Amplify CWP Enhanced Dividend Income ETF worth $248K as of Q1 2023.
  • Ahrens Investment Partners sold 14,100 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2023, an estimated $500K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.12% of Ahrens Investment Partners's portfolio in Q1 2023, its #119 holding.
  • Ahrens Investment Partners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Amplify CWP Enhanced Dividend Income ETF position peaked at $757K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.