BFG
DIVO icon

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

Baron 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
2026
Q2 		$4.89M Buy
107,039
+1,480
+1% +$67.7K 2.33% 15
2026
Q1 		$4.73M Buy
105,559
+2,560
+2% +$117K 2.55% 14
2025
Q4 		$4.58M Buy
102,999
+1,470
+1% +$66.1K 2.46% 15
2025
Q3 		$4.53M Buy
101,529
+2,117
+2% +$91.8K 2.48% 15
2025
Q2 		$4.23M Buy
99,412
+1,565
+2% +$63.6K 2.48% 15
2025
Q1 		$3.99M Buy
97,847
+3,127
+3% +$130K 2.51% 17
2024
Q4 		$3.83M Buy
94,720
+5,005
+6% +$208K 2.38% 18
2024
Q3 		$3.7M Buy
89,715
+3,230
+4% +$128K 2.26% 17
2024
Q2 		$3.35M Buy
86,485
+3,725
+5% +$143K 2.13% 17
2024
Q1 		$3.22M Buy
82,760
+23,370
+39% +$877K 1.99% 17
2023
Q4 		$2.17M Buy
+59,390
New +$2.09M 1.38% 24

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baron Financial Group's DIVO Position: Q2 2026 in Review

Baron Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.4% in Q2 2026, buying an estimated $67.7K and bringing the position to 107,039 shares worth $4.89M. The position accounts for 2.33% of the portfolio, ranked #15.

Baron Financial Group first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Baron Financial Group held 107,039 shares of Amplify CWP Enhanced Dividend Income ETF worth $4.89M as of Q2 2026.
  • Baron Financial Group bought 1,480 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $67.7K.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.33% of Baron Financial Group's portfolio in Q2 2026, its #15 holding.
  • Baron Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 406 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.