Capital Wealth Planning’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Capital Wealth Planning’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	$358K	Buy	11,995 +300	+3%	+$8.86K	﹤0.01%	143
2026 Q1	$312K	Sell	11,695 -2,251	-16%	-$63.6K	﹤0.01%	143
2025 Q4	$405K	Buy	13,946 +4,743	+52%	+$139K	﹤0.01%	137
2025 Q3	$267K	Buy	9,203 +1,687	+22%	+$48K	﹤0.01%	148
2025 Q2	$207K	Buy	+7,516	New	+$192K	﹤0.01%	139

Other funds holding QDVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Capital Wealth Planning's QDVO Position: Q2 2026 in Review

Capital Wealth Planning increased its Amplify CWP Growth & Income ETF (QDVO) stake by 2.6% in Q2 2026, buying an estimated $8.86K and bringing the position to 11,995 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Capital Wealth Planning first reported a position in QDVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q4 2025. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

Capital Wealth Planning held 11,995 shares of Amplify CWP Growth & Income ETF worth $358K as of Q2 2026.
Capital Wealth Planning bought 300 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $8.86K.
Amplify CWP Growth & Income ETF made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #143 holding.
Capital Wealth Planning first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 5 quarters since.
Capital Wealth Planning's Amplify CWP Growth & Income ETF position peaked at $405K in Q4 2025.
51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.