Carson Wealth (CWM LLC)
DIVO icon

Carson Wealth (CWM LLC)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$27M Buy
602,737
+54,897
+10% +$2.51M 0.07% 258
2025
Q4 		$24.4M Buy
547,840
+18,760
+4% +$844K 0.07% 265
2025
Q3 		$23.6M Buy
529,080
+108,676
+26% +$4.71M 0.07% 236
2025
Q2 		$17.9M Buy
420,404
+63,222
+18% +$2.57M 0.06% 263
2025
Q1 		$14.6M Buy
357,182
+26,388
+8% +$1.09M 0.06% 275
2024
Q4 		$13.4M Buy
330,794
+22,439
+7% +$931K 0.06% 262
2024
Q3 		$12.7M Buy
308,355
+19,043
+7% +$757K 0.05% 275
2024
Q2 		$11.2M Buy
289,312
+47,125
+19% +$1.81M 0.05% 279
2024
Q1 		$9.42M Buy
242,187
+15,771
+7% +$592K 0.05% 301
2023
Q4 		$8.28M Buy
226,416
+47,051
+26% +$1.66M 0.04% 300
2023
Q3 		$6.23M Sell
179,365
-15,877
-8% -$571K 0.04% 327
2023
Q2 		$7.03M Sell
195,242
-23,741
-11% -$843K 0.04% 280
2023
Q1 		$7.77M Sell
218,983
-19,904
-8% -$706K 0.05% 254
2022
Q4 		$8.57M Sell
238,887
-9,195
-4% -$324K 0.06% 217
2022
Q3 		$7.94M Buy
248,082
+1,283
+0.5% +$44.3K 0.06% 218
2022
Q2 		$8.28M Buy
246,799
+44,699
+22% +$1.59M 0.06% 221
2022
Q1 		$7.57M Buy
202,100
+69,088
+52% +$2.56M 0.05% 243
2021
Q4 		$5.08M Buy
+133,012
New +$4.92M 0.04% 294
2021
Q2 		$3.71M Hold
103,466
– – 0.03% 325
2021
Q1 		$3.71M Hold
103,466
– – 0.03% 325
2020
Q4 		$3.71M Hold
103,466
– – 0.03% 325
2020
Q3 		$3.71M Hold
103,466
– – 0.03% 325
2020
Q2 		$3.71M Hold
103,466
– – 0.03% 325
2020
Q1 		$3.71M Hold
103,466
– – 0.03% 325
2019
Q4 		$3.71M Hold
103,466
– – 0.03% 325
2019
Q3 		$3.71M Hold
103,466
– – 0.03% 325
2019
Q2 		$3.71M Hold
103,466
– – 0.03% 325
2019
Q1 		$3.71M Buy
+103,466
New +$2.93M 0.03% 325

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DIVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 10% in Q1 2026, buying an estimated $2.51M and bringing the position to 602,737 shares worth $27M. The position accounts for 0.07% of the portfolio, ranked #258.

Carson Wealth (CWM LLC) first reported a position in DIVO in Q1 2019 and has held it in 28 quarters since. 384 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 602,737 shares of Amplify CWP Enhanced Dividend Income ETF worth $27M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 54,897 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $2.51M.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #258 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2019 and has held it in 28 quarters since.
  • 384 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.