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Asset Dedication LLC’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Asset Dedication LLC’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 		– Sell
-6
Closed – – 978
2022
Q4 		$0 Buy
+6
New +$212 ﹤0.01% 1020

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Envestnet Asset Management
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Truist Financial
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CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 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

Asset Dedication LLC's DIVO Position: Q1 2023 in Review

Asset Dedication LLC sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2023, closing a stake of 6 shares.

Asset Dedication LLC first reported a position in DIVO in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q1 2023.

  • Asset Dedication LLC reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 6 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2023.
  • Asset Dedication LLC first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 1 quarter.
  • Asset Dedication LLC's Amplify CWP Enhanced Dividend Income ETF position peaked at $0 in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2023.

Based on Asset Dedication LLC's 13F filing for Q1 2023, filed 24 Apr 2023.