Carson Wealth (CWM LLC)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
420,404
+63,222
| +18% | +$2.69M | 0.06% | 263 |
|
|
2025
Q1 | $14.6M | Buy |
357,182
+26,388
| +8% | +$1.08M | 0.06% | 275 |
|
|
2024
Q4 | $13.4M | Buy |
330,794
+22,439
| +7% | +$908K | 0.06% | 262 |
|
|
2024
Q3 | $12.7M | Buy |
308,355
+19,043
| +7% | +$784K | 0.05% | 275 |
|
|
2024
Q2 | $11.2M | Buy |
289,312
+47,125
| +19% | +$1.82M | 0.05% | 278 |
|
|
2024
Q1 | $9.42M | Buy |
242,187
+15,771
| +7% | +$613K | 0.05% | 300 |
|
|
2023
Q4 | $8.28M | Buy |
226,416
+47,051
| +26% | +$1.72M | 0.04% | 299 |
|
|
2023
Q3 | $6.23M | Sell |
179,365
-15,877
| -8% | -$551K | 0.04% | 326 |
|
|
2023
Q2 | $7.03M | Sell |
195,242
-23,741
| -11% | -$855K | 0.04% | 279 |
|
|
2023
Q1 | $7.77M | Sell |
218,983
-19,904
| -8% | -$706K | 0.05% | 254 |
|
|
2022
Q4 | $8.57M | Sell |
238,887
-9,195
| -4% | -$330K | 0.06% | 217 |
|
|
2022
Q3 | $7.94M | Buy |
248,082
+1,283
| +0.5% | +$41.1K | 0.06% | 218 |
|
|
2022
Q2 | $8.28M | Buy |
246,799
+44,699
| +22% | +$1.5M | 0.06% | 221 |
|
|
2022
Q1 | $7.57M | Buy |
202,100
+69,088
| +52% | +$2.59M | 0.05% | 243 |
|
|
2021
Q4 | $5.08M | Buy |
+133,012
| New | +$5.08M | 0.04% | 294 |
|
|
2021
Q2 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2020
Q4 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2020
Q3 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2020
Q2 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2020
Q1 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2019
Q4 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2019
Q3 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2019
Q2 | $3.71M | Hold |
103,466
| – | – | 0.03% | 324 |
|
|
2019
Q1 | $3.71M | Buy |
+103,466
| New | +$3.71M | 0.03% | 324 |
|