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

Blue Rock 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
2025
Q3 		– Sell
-7,694
Closed -$327K – 110
2025
Q2 		$327K Sell
7,694
-10,087
-57% -$410K 0.23% 66
2025
Q1 		$725K Buy
+17,781
New +$736K 0.61% 34

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RPGK
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Blue Rock Wealth Management's DIVO Position: Q3 2025 in Review

Blue Rock Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2025, closing a stake of 7,694 shares — an estimated $327K sold.

Blue Rock Wealth Management first reported a position in DIVO in Q1 2025 and held it in 2 quarters. The position peaked at $725K in Q1 2025. 322 funds tracked by Wall St. Rank hold DIVO as of Q3 2025.

  • Blue Rock Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Rock Wealth Management sold 7,694 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2025, an estimated $327K.
  • Blue Rock Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2025 and held it in 2 quarters.
  • Blue Rock Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $725K in Q1 2025.
  • 322 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2025.

Based on Blue Rock Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.