Beacon Capital Management LLC (Tennessee)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q4	–	Sell	-591	Closed	-$21.3K	–	998
2023 Q3	$21.3K	Hold	591	–	–	0.01%	396
2023 Q2	$21.3K	Buy	+591	New	+$21K	0.01%	396

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RJFSA

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RJA

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DIVO Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 591 shares — an estimated $21.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DIVO in Q2 2023 and held it in 2 quarters. The position peaked at $21.3K in Q3 2023. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 591 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $21.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2023 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s Amplify CWP Enhanced Dividend Income ETF position peaked at $21.3K in Q3 2023.
245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.