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Coldstream Capital Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-150
Closed -$6.12K – 1704
2025
Q1 		$6.12K Buy
+150
New +$6.21K ﹤0.01% 2596

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Wealth Enhancement Advisory Services
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RPGK
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Coldstream Capital Management's DIVO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2025, closing a stake of 150 shares — an estimated $6.12K sold.

Coldstream Capital Management first reported a position in DIVO in Q1 2025 and held it in 1 quarter. The position peaked at $6.12K in Q1 2025. 303 funds tracked by Wall St. Rank hold DIVO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 150 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2025, an estimated $6.12K.
  • Coldstream Capital Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $6.12K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.