BFWM
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Bright Futures Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Bright Futures 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
Q4 		– Sell
-15,308
Closed -$622K – 154
2024
Q3 		$622K Buy
15,308
+355
+2% +$14.1K 0.3% 99
2024
Q2 		$581K Hold
14,953
– – 0.32% 94
2024
Q1 		$577K Buy
+14,953
New +$561K 0.31% 90

Other funds holding DIVO

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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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bright Futures Wealth Management's DIVO Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2024, closing a stake of 15,308 shares — an estimated $622K sold.

Bright Futures Wealth Management first reported a position in DIVO in Q1 2024 and held it in 3 quarters. The position peaked at $622K in Q3 2024. 286 funds tracked by Wall St. Rank hold DIVO as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 15,308 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2024, an estimated $622K.
  • Bright Futures Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $622K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.