CWRP
QDVO

Cassady Wealth & Retirement Planning’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Cassady Wealth & Retirement Planning’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 		$1.71M Buy
57,312
+10,371
+22% +$306K 0.8% 40
2026
Q1 		$1.37M Buy
46,941
+20,440
+77% +$577K 0.71% 41
2025
Q4 		$769K Buy
+26,501
New +$777K 0.5% 53

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Cassady Wealth & Retirement Planning increased its Amplify CWP Growth & Income ETF (QDVO) stake by 22% in Q2 2026, buying an estimated $306K and bringing the position to 57,312 shares worth $1.71M. The position accounts for 0.8% of the portfolio, ranked #40.

Cassady Wealth & Retirement Planning first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 57,312 shares of Amplify CWP Growth & Income ETF worth $1.71M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 10,371 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $306K.
  • Amplify CWP Growth & Income ETF made up 0.8% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #40 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

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