Carson Advisory’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Carson Advisory’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	$1.12M	Buy	24,439 +816	+3%	+$37.3K	0.51%	44
2026 Q1	$1.06M	Buy	23,623 +398	+2%	+$18.2K	0.55%	44
2025 Q4	$1.03M	Sell	23,225 -293	-1%	-$13.2K	0.54%	46
2025 Q3	$1.05M	Sell	23,518 -847	-3%	-$36.7K	0.57%	42
2025 Q2	$1.04M	Buy	24,365 +458	+2%	+$18.6K	0.66%	40
2025 Q1	$975K	Buy	23,907 +3,922	+20%	+$162K	0.66%	38
2024 Q4	$809K	Buy	19,985 +4,142	+26%	+$172K	0.56%	52
2024 Q3	$653K	Buy	15,843 +129	+0.8%	+$5.13K	0.41%	74
2024 Q2	$608K	Sell	15,714 -447	-3%	-$17.2K	0.43%	72
2024 Q1	$628K	Sell	16,161 -373	-2%	-$14K	0.44%	74
2023 Q4	$604K	Buy	16,534 +6	+0%	+$211	0.47%	68
2023 Q3	$574K	Buy	16,528 +8	+0%	+$288	0.5%	65
2023 Q2	$595K	Sell	16,520 -538	-3%	-$19.1K	0.5%	66
2023 Q1	$605K	Buy	17,058 +106	+0.6%	+$3.76K	0.54%	59
2022 Q4	$608K	Buy	16,952 +289	+2%	+$10.2K	0.58%	50
2022 Q3	$533K	Buy	16,663 +4,470	+37%	+$154K	0.59%	54
2022 Q2	$409K	Buy	12,193 +5,753	+89%	+$205K	0.46%	65
2022 Q1	$241K	Buy	+6,440	New	+$238K	0.24%	109

Other funds holding DIVO

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Advisory's DIVO Position: Q2 2026 in Review

Carson Advisory increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 3.5% in Q2 2026, buying an estimated $37.3K and bringing the position to 24,439 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #44.

Carson Advisory first reported a position in DIVO in Q1 2022 and has held it in 18 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Carson Advisory held 24,439 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.12M as of Q2 2026.
Carson Advisory bought 816 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $37.3K.
Amplify CWP Enhanced Dividend Income ETF made up 0.51% of Carson Advisory's portfolio in Q2 2026, its #44 holding.
Carson Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 18 quarters since.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.