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Catherine Avery Investment Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Catherine Avery Investment Management’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
2025
Q3 		– Sell
-564
Closed -$24K – 169
2025
Q2 		$24K Buy
+564
New +$22.9K 0.02% 81

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RPGK
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catherine Avery Investment Management's DIVO Position: Q3 2025 in Review

Catherine Avery Investment Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2025, closing a stake of 564 shares — an estimated $24K sold.

Catherine Avery Investment Management first reported a position in DIVO in Q2 2025 and held it in 1 quarter. The position peaked at $24K in Q2 2025. 322 funds tracked by Wall St. Rank hold DIVO as of Q3 2025.

  • Catherine Avery Investment Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 564 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2025, an estimated $24K.
  • Catherine Avery Investment Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2025 and held it in 1 quarter.
  • Catherine Avery Investment Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $24K in Q2 2025.
  • 322 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2025.

Based on Catherine Avery Investment Management's 13F filing for Q3 2025, filed 5 Jan 2026.