CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$400K Sell
8,759
-204
-2% -$9.34K ﹤0.01% 2337
2026
Q1 		$402K Buy
8,963
+522
+6% +$23.9K ﹤0.01% 2179
2025
Q4 		$376K Buy
8,441
+6
+0.1% +$270 ﹤0.01% 2079
2025
Q3 		$376K Sell
8,435
-2,819
-25% -$122K ﹤0.01% 2012
2025
Q2 		$479K Buy
11,254
+1,727
+18% +$70.1K ﹤0.01% 1756
2025
Q1 		$388K Buy
+9,527
New +$395K ﹤0.01% 1795
2024
Q3 		– Sell
-5,723
Closed -$221K – 2313
2024
Q2 		$221K Buy
+5,723
New +$220K ﹤0.01% 1985
2024
Q1 		– Sell
-5,801
Closed -$212K – 2292
2023
Q4 		$212K Buy
5,801
+1
+0% +$35 ﹤0.01% 2358
2023
Q3 		$201K Sell
5,800
-1,008
-15% -$36.3K ﹤0.01% 2290
2023
Q2 		$245K Buy
6,808
+483
+8% +$17.2K ﹤0.01% 2122
2023
Q1 		$224K Buy
+6,325
New +$224K ﹤0.01% 1974
2022
Q1 		– Sell
-1,500
Closed -$57K – 4955
2021
Q4 		$57K Buy
+1,500
New +$55.5K ﹤0.01% 2566

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors's DIVO Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 2.3% in Q2 2026, selling an estimated $9.34K and leaving 8,759 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

CAPTRUST Financial Advisors first reported a position in DIVO in Q4 2021 and has held it in 12 quarters since. The position peaked at $479K in Q2 2025. 406 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,759 shares of Amplify CWP Enhanced Dividend Income ETF worth $400K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 204 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $9.34K.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2337 holding.
  • CAPTRUST Financial Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $479K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.