BTI
QDVO

Blue Trust Inc’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Blue Trust Inc’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,086
Closed -$109K – 2680
2026
Q1 		$109K Buy
+4,086
New +$115K ﹤0.01% 987

Other funds holding QDVO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Blue Trust Inc's QDVO Position: Q2 2026 in Review

Blue Trust Inc sold out of Amplify CWP Growth & Income ETF (QDVO) in Q2 2026, closing a stake of 4,086 shares — an estimated $109K sold.

Blue Trust Inc first reported a position in QDVO in Q1 2026 and held it in 1 quarter. The position peaked at $109K in Q1 2026. 19 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Blue Trust Inc reported no remaining Amplify CWP Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 4,086 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $109K.
  • Blue Trust Inc first reported a position in Amplify CWP Growth & Income ETF in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's Amplify CWP Growth & Income ETF position peaked at $109K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.