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BKM Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-119
Closed -$4.35K – 274
2023
Q4 		$4.35K Buy
+119
New +$4.19K ﹤0.01% 524

Other funds holding DIVO

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RJA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BKM Wealth Management's DIVO Position: Q1 2024 in Review

BKM Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 119 shares — an estimated $4.35K sold.

BKM Wealth Management first reported a position in DIVO in Q4 2023 and held it in 1 quarter. The position peaked at $4.35K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • BKM Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 119 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $4.35K.
  • BKM Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.35K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.