Arete Wealth Advisors
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Arete Wealth Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Arete Wealth Advisors’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
Q3 		$1.17M Buy
25,173
+8,349
+50% +$396K 0.07% 227
2026
Q2 		$769K Sell
16,824
-2,320
-12% -$106K 0.05% 251
2026
Q1 		$857K Buy
19,144
+6,167
+48% +$282K 0.06% 224
2025
Q4 		$577K Buy
12,977
+2,196
+20% +$98.8K 0.04% 284
2025
Q3 		$481K Buy
10,781
+137
+1% +$5.94K 0.03% 303
2025
Q2 		$453K Sell
10,644
-674
-6% -$27.4K 0.03% 436
2025
Q1 		$461K Sell
11,318
-1,104
-9% -$45.7K 0.04% 414
2024
Q4 		$503K Buy
12,422
+56
+0.5% +$2.32K 0.04% 409
2024
Q3 		$507K Sell
12,366
-1,993
-14% -$79.2K 0.04% 371
2024
Q2 		$554K Buy
14,359
+1,181
+9% +$45.4K 0.05% 366
2024
Q1 		$512K Buy
+13,178
New +$494K 0.05% 288
2023
Q1 		– Sell
-16,695
Closed -$360K – 674
2022
Q4 		$360K Buy
+16,695
New +$589K 0.03% 410

Other funds holding DIVO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Arete Wealth Advisors's DIVO Position: Q3 2026 in Review

Arete Wealth Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 50% in Q3 2026, buying an estimated $396K and bringing the position to 25,173 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #227.

Arete Wealth Advisors first reported a position in DIVO in Q4 2022 and has held it in 12 quarters since. 278 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Arete Wealth Advisors held 25,173 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.17M as of Q3 2026.
  • Arete Wealth Advisors bought 8,349 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $396K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.07% of Arete Wealth Advisors's portfolio in Q3 2026, its #227 holding.
  • Arete Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 12 quarters since.
  • 278 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.