CTA
QDVO

Clear Trail Advisors’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Clear Trail Advisors’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 		$201K Sell
6,749
-4,140
-38% -$122K 0.03% 159
2026
Q1 		$290K Buy
10,889
+29
+0.3% +$819 0.05% 133
2025
Q4 		$315K Buy
+10,860
New +$318K 0.07% 106

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
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Clear Trail Advisors's QDVO Position: Q2 2026 in Review

Clear Trail Advisors reduced its Amplify CWP Growth & Income ETF (QDVO) stake by 38% in Q2 2026, selling an estimated $122K and leaving 6,749 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #159.

Clear Trail Advisors first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Clear Trail Advisors held 6,749 shares of Amplify CWP Growth & Income ETF worth $201K as of Q2 2026.
  • Clear Trail Advisors sold 4,140 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $122K.
  • Amplify CWP Growth & Income ETF made up 0.03% of Clear Trail Advisors's portfolio in Q2 2026, its #159 holding.
  • Clear Trail Advisors first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Amplify CWP Growth & Income ETF position peaked at $315K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.