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Atria Wealth Solutions’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.39M Sell
125,545
-207,125
-62% -$8.41M 0.12% 201
2025
Q1 		$13.6M Sell
332,670
-3,019
-0.9% -$125K 0.16% 137
2024
Q4 		$13.6M Buy
335,689
+16,437
+5% +$682K 0.15% 149
2024
Q3 		$13.2M Buy
319,252
+624
+0.2% +$24.8K 0.14% 155
2024
Q2 		$12.3M Buy
318,628
+35,310
+12% +$1.36M 0.14% 159
2024
Q1 		$11M Buy
283,318
+35,875
+14% +$1.35M 0.12% 177
2023
Q4 		$9.05M Buy
247,443
+88,286
+55% +$3.11M 0.11% 183
2023
Q3 		$5.53M Sell
159,157
-6,837
-4% -$246K 0.08% 265
2023
Q2 		$5.98M Buy
165,994
+23,008
+16% +$817K 0.08% 238
2023
Q1 		$5.07M Buy
142,986
+11,762
+9% +$417K 0.08% 264
2022
Q4 		$4.71M Buy
131,224
+18,737
+17% +$661K 0.08% 265
2022
Q3 		$3.6M Sell
112,487
-9,186
-8% -$317K 0.06% 305
2022
Q2 		$4.09M Buy
121,673
+27,144
+29% +$967K 0.08% 266
2022
Q1 		$3.54M Buy
+94,529
New +$3.5M 0.06% 323

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's DIVO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 62% in Q2 2025, selling an estimated $8.41M and leaving 125,545 shares worth $5.39M. The position accounts for 0.12% of the portfolio, ranked #201.

Atria Wealth Solutions first reported a position in DIVO in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q4 2024. 303 funds tracked by Wall St. Rank hold DIVO as of Q2 2025.

  • Atria Wealth Solutions held 125,545 shares of Amplify CWP Enhanced Dividend Income ETF worth $5.39M as of Q2 2025.
  • Atria Wealth Solutions sold 207,125 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2025, an estimated $8.41M.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #201 holding.
  • Atria Wealth Solutions first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Amplify CWP Enhanced Dividend Income ETF position peaked at $13.6M in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.