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Barber Financial Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Barber Financial Group’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 		$15.5M Buy
436,587
+199,437
+84% +$7.08M 2.73% 7
2022
Q4 		$8.5M Buy
237,150
+137,305
+138% +$4.84M 2.36% 7
2022
Q3 		$3.2M Buy
99,845
+80,129
+406% +$2.77M 0.93% 19
2022
Q2 		$661K Buy
+19,716
New +$703K 0.11% 57

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
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

Barber Financial Group's DIVO Position: Q1 2023 in Review

Barber Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 84% in Q1 2023, buying an estimated $7.08M and bringing the position to 436,587 shares worth $15.5M. The position accounts for 2.73% of the portfolio, ranked #7.

Barber Financial Group first reported a position in DIVO in Q2 2022 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold DIVO as of Q1 2023.

  • Barber Financial Group held 436,587 shares of Amplify CWP Enhanced Dividend Income ETF worth $15.5M as of Q1 2023.
  • Barber Financial Group bought 199,437 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2023, an estimated $7.08M.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.73% of Barber Financial Group's portfolio in Q1 2023, its #7 holding.
  • Barber Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2022 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.