AssetMark Inc’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

AssetMark Inc’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 Q2	$7.13K	Hold	156	–	–	﹤0.01%	2576
2026 Q1	$7K	Hold	156	–	–	﹤0.01%	2440
2025 Q4	$6.94K	Hold	156	–	–	﹤0.01%	2360
2025 Q3	$6.95K	Hold	156	–	–	﹤0.01%	2237
2025 Q2	$6.64K	Hold	156	–	–	﹤0.01%	2059
2025 Q1	$6.36K	Sell	156 -175	-53%	-$7.25K	﹤0.01%	1937
2024 Q4	$13.4K	Buy	+331	New	+$13.7K	﹤0.01%	1739
2024 Q2	–	Sell	-73	Closed	-$2.84K	–	2132
2024 Q1	$2.84K	Hold	73	–	–	﹤0.01%	1542
2023 Q4	$2.67K	Sell	73 -72	-50%	-$2.53K	﹤0.01%	1508
2023 Q3	$5.04K	Sell	145 -12	-8%	-$432	﹤0.01%	1390
2023 Q2	$5.65K	Sell	157 -7	-4%	-$249	﹤0.01%	1340
2023 Q1	$5.82K	Buy	164 +95	+138%	+$3.37K	﹤0.01%	1314
2022 Q4	$2.47K	Buy	69 +6	+10%	+$212	﹤0.01%	1419
2022 Q3	$2K	Buy	63 +1	+2%	+$35	﹤0.01%	1386
2022 Q2	$2K	Buy	62 +12	+24%	+$428	﹤0.01%	1363
2022 Q1	$2K	Buy	50 +1	+2%	+$37	﹤0.01%	1404
2021 Q4	$2K	Buy	+49	New	+$1.81K	﹤0.01%	1359

Other funds holding DIVO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

AssetMark Inc's DIVO Position: Q2 2026 in Review

AssetMark Inc held its Amplify CWP Enhanced Dividend Income ETF (DIVO) position steady in Q2 2026 at 156 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

AssetMark Inc first reported a position in DIVO in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.4K in Q4 2024. 208 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

AssetMark Inc held 156 shares of Amplify CWP Enhanced Dividend Income ETF worth $7.13K as of Q2 2026.
AssetMark Inc left its Amplify CWP Enhanced Dividend Income ETF share count unchanged in Q2 2026.
Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2576 holding.
AssetMark Inc first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and has held it in 17 quarters since.
AssetMark Inc's Amplify CWP Enhanced Dividend Income ETF position peaked at $13.4K in Q4 2024.
208 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.