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Cassady Wealth & Retirement Planning’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Cassady Wealth & Retirement Planning’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 		$5.3M Buy
115,977
+10,305
+10% +$472K 2.46% 12
2026
Q1 		$4.84M Buy
105,672
+24,257
+30% +$1.11M 2.51% 9
2025
Q4 		$3.62M Buy
+81,415
New +$3.66M 2.36% 11

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassady Wealth & Retirement Planning's DIVO Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 9.8% in Q2 2026, buying an estimated $472K and bringing the position to 115,977 shares worth $5.3M. The position accounts for 2.46% of the portfolio, ranked #12.

Cassady Wealth & Retirement Planning first reported a position in DIVO in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 115,977 shares of Amplify CWP Enhanced Dividend Income ETF worth $5.3M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 10,305 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $472K.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.46% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #12 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.