Carter Financial Group
DIVO icon

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
Q3 		$8.44M Buy
181,478
+106
+0.1% +$5.03K 4.3% 5
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
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Carter Financial Group's DIVO Position: Q3 2026 in Review

Carter Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 0.06% in Q3 2026, buying an estimated $5.03K and bringing the position to 181,478 shares worth $8.44M. The position accounts for 4.3% of the portfolio, ranked #5.

Carter Financial Group first reported a position in DIVO in Q1 2022 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Carter Financial Group held 181,478 shares of Amplify CWP Enhanced Dividend Income ETF worth $8.44M as of Q3 2026.
  • Carter Financial Group bought 106 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $5.03K.
  • Amplify CWP Enhanced Dividend Income ETF made up 4.3% of Carter Financial Group's portfolio in Q3 2026, its #5 holding.
  • Carter Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.