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Cary Street Partners Investment Advisory’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.61M Buy
35,319
+9,258
+36% +$424K 0.33% 79
2026
Q1 		$1.17M Buy
26,061
+499
+2% +$22.8K 0.3% 86
2025
Q4 		$1.14M Buy
+25,562
New +$1.15M 0.31% 86
2024
Q4 		– Sell
-66,734
Closed -$2.75M – 561
2024
Q3 		$2.75M Buy
66,734
+8,599
+15% +$342K 0.1% 224
2024
Q2 		$2.25M Buy
58,135
+7,465
+15% +$287K 0.09% 234
2024
Q1 		$1.97M Buy
50,670
+10,555
+26% +$396K 0.08% 247
2023
Q4 		$1.47M Buy
40,115
+16,731
+72% +$589K 0.07% 270
2023
Q3 		$812K Buy
23,384
+19,834
+559% +$714K 0.04% 329
2023
Q2 		$128K Buy
3,550
+800
+29% +$28.4K 0.01% 619
2023
Q1 		$97.5K Buy
2,750
+1,200
+77% +$42.6K 0.01% 597
2022
Q4 		$55.6K Buy
+1,550
New +$54.7K ﹤0.01% 711

Other funds holding DIVO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Cary Street Partners Investment Advisory's DIVO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 36% in Q2 2026, buying an estimated $424K and bringing the position to 35,319 shares worth $1.61M. The position accounts for 0.33% of the portfolio, ranked #79.

Cary Street Partners Investment Advisory first reported a position in DIVO in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.75M in Q3 2024. 258 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 35,319 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.61M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 9,258 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $424K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.33% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #79 holding.
  • Cary Street Partners Investment Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 11 quarters since.
  • Cary Street Partners Investment Advisory's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.75M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.