CSPIA
QDVO

Cary Street Partners Investment Advisory’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
+40,176
New +$1.19M 0.24% 95

Other funds holding QDVO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Cary Street Partners Investment Advisory opened a new position in Amplify CWP Growth & Income ETF (QDVO) in Q2 2026: 40,176 shares worth $1.2M. The stake represents 0.24% of the portfolio and ranks #95 among its holdings.

32 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 40,176 shares of Amplify CWP Growth & Income ETF worth $1.2M as of Q2 2026.
  • Amplify CWP Growth & Income ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • Amplify CWP Growth & Income ETF made up 0.24% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #95 holding.
  • 32 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

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