Carroll Financial Associates’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Carroll Financial Associates’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
2021 Q4	$6.77M	Buy	177,301 +63,394	+56%	+$2.35M	0.36%	49
2021 Q3	$3.98M	Buy	113,907 +23,343	+26%	+$847K	0.22%	73
2021 Q2	$3.25M	Buy	90,564 +30,794	+52%	+$1.09M	0.18%	82
2021 Q1	$2.06M	Buy	59,770 +20,355	+52%	+$682K	0.13%	107
2020 Q4	$1.29M	Buy	39,415 +31,790	+417%	+$1M	0.09%	136
2020 Q3	$232K	Buy	+7,625	New	+$228K	0.02%	313

Other funds holding DIVO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Carroll Financial Associates's DIVO Position: Q4 2021 in Review

Carroll Financial Associates increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 56% in Q4 2021, buying an estimated $2.35M and bringing the position to 177,301 shares worth $6.77M. The position accounts for 0.36% of the portfolio, ranked #49.

Carroll Financial Associates first reported a position in DIVO in Q3 2020 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold DIVO as of Q4 2021.

Carroll Financial Associates held 177,301 shares of Amplify CWP Enhanced Dividend Income ETF worth $6.77M as of Q4 2021.
Carroll Financial Associates bought 63,394 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2021, an estimated $2.35M.
Amplify CWP Enhanced Dividend Income ETF made up 0.36% of Carroll Financial Associates's portfolio in Q4 2021, its #49 holding.
Carroll Financial Associates first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.