Carter Financial Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Carter Financial Group’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	$8.29M	Buy	181,372 +1,391	+0.8%	+$63.7K	4.3%	4
2026 Q1	$8.07M	Sell	179,981 -1,937	-1%	-$88.6K	4.99%	3
2025 Q4	$8.1M	Buy	181,918 +10,448	+6%	+$470K	4.8%	3
2025 Q3	$7.64M	Sell	171,470 -1,035	-0.6%	-$44.9K	4.62%	5
2025 Q2	$7.34M	Buy	+172,505	New	+$7.01M	4.8%	5
2022 Q1	$4.61M	Buy	+123,095	New	+$4.56M	6.18%	5

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 $104B AUM 28.3% 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

Carter Financial Group's DIVO Position: Q2 2026 in Review

Carter Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 0.77% in Q2 2026, buying an estimated $63.7K and bringing the position to 181,372 shares worth $8.29M. The position accounts for 4.3% of the portfolio, ranked #4.

Carter Financial Group first reported a position in DIVO in Q1 2022 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Carter Financial Group held 181,372 shares of Amplify CWP Enhanced Dividend Income ETF worth $8.29M as of Q2 2026.
Carter Financial Group bought 1,391 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $63.7K.
Amplify CWP Enhanced Dividend Income ETF made up 4.3% of Carter Financial Group's portfolio in Q2 2026, its #4 holding.
Carter Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.