Carson Wealth (CWM LLC)
IDVO icon

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

Carson Wealth (CWM LLC)’s Portfolio IDVO Stock Details IDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1K Sell
250
-550
-69% -$22.8K ﹤0.01% 4771
2025
Q4 		$31K Buy
+800
New +$30.2K ﹤0.01% 3930

Other funds holding IDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Amplify International Enhanced Dividend Income ETF (IDVO) stake by 69% in Q1 2026, selling an estimated $22.8K and leaving 250 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4771.

Carson Wealth (CWM LLC) first reported a position in IDVO in Q4 2025 and has held it in 2 quarters since. The position peaked at $31K in Q4 2025. 111 funds tracked by Wall St. Rank hold IDVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 250 shares of Amplify International Enhanced Dividend Income ETF worth $10.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 550 Amplify International Enhanced Dividend Income ETF shares in Q1 2026, an estimated $22.8K.
  • Amplify International Enhanced Dividend Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4771 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify International Enhanced Dividend Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify International Enhanced Dividend Income ETF position peaked at $31K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Amplify International Enhanced Dividend Income ETF as of Q1 2026.

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