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

Berger 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
Q1 		– Sell
-15,379
Closed -$684K – 481
2025
Q4 		$684K Buy
15,379
+452
+3% +$20.3K 0.04% 254
2025
Q3 		$665K Buy
14,927
+317
+2% +$13.7K 0.04% 252
2025
Q2 		$622K Sell
14,610
-1
-0% -$41 0.04% 246
2025
Q1 		$596K Buy
14,611
+2
+0% +$83 0.04% 242
2024
Q4 		$591K Buy
14,609
+60
+0.4% +$2.49K 0.04% 234
2024
Q3 		$599K Hold
14,549
– – 0.04% 215
2024
Q2 		$563K Hold
14,549
– – 0.04% 197
2024
Q1 		$566K Buy
14,549
+58
+0.4% +$2.18K 0.05% 192
2023
Q4 		$530K Sell
14,491
-1,146
-7% -$40.3K 0.05% 163
2023
Q3 		$543K Buy
15,637
+177
+1% +$6.37K 0.06% 152
2023
Q2 		$557K Buy
15,460
+175
+1% +$6.22K 0.06% 148
2023
Q1 		$542K Buy
15,285
+1,226
+9% +$43.5K 0.07% 148
2022
Q4 		$504K Buy
+14,059
New +$496K 0.07% 150

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Berger Financial Group's DIVO Position: Q1 2026 in Review

Berger Financial Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2026, closing a stake of 15,379 shares — an estimated $684K sold.

Berger Financial Group first reported a position in DIVO in Q4 2022 and held it in 13 quarters. The position peaked at $684K in Q4 2025. 384 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Berger Financial Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 15,379 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $684K.
  • Berger Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 13 quarters.
  • Berger Financial Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $684K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.