CF
QDVO

Claris Financial’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Claris Financial’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
Q1 		$673K Sell
25,259
-5,563
-18% -$157K 0.37% 70
2025
Q4 		$894K Sell
30,822
-8,503
-22% -$249K 0.48% 55
2025
Q3 		$1.14M Buy
+39,325
New +$1.12M 0.65% 39

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
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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Claris Financial's QDVO Position: Q1 2026 in Review

Claris Financial reduced its Amplify CWP Growth & Income ETF (QDVO) stake by 18% in Q1 2026, selling an estimated $157K and leaving 25,259 shares worth $673K. The position accounts for 0.37% of the portfolio, ranked #70.

Claris Financial first reported a position in QDVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q3 2025. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Claris Financial held 25,259 shares of Amplify CWP Growth & Income ETF worth $673K as of Q1 2026.
  • Claris Financial sold 5,563 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $157K.
  • Amplify CWP Growth & Income ETF made up 0.37% of Claris Financial's portfolio in Q1 2026, its #70 holding.
  • Claris Financial first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Claris Financial's Amplify CWP Growth & Income ETF position peaked at $1.14M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.