CWM
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Collaborative Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Collaborative Wealth 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
2026
Q1 		– Sell
-47,850
Closed -$2.13M – 184
2025
Q4 		$2.13M Buy
47,850
+416
+0.9% +$18.7K 0.75% 31
2025
Q3 		$2.11M Buy
47,434
+52
+0.1% +$2.25K 0.86% 27
2025
Q2 		$2.02M Hold
47,382
– – 0.88% 27
2025
Q1 		$1.93M Sell
47,382
-1,243
-3% -$51.5K 0.9% 29
2024
Q4 		$1.97M Hold
48,625
– – 0.89% 28
2024
Q3 		$2M Hold
48,625
– – 0.91% 28
2024
Q2 		$1.88M Sell
48,625
-138
-0.3% -$5.31K 0.92% 28
2024
Q1 		$1.9M Sell
48,763
-2,067
-4% -$77.5K 0.95% 28
2023
Q4 		$1.86M Sell
50,830
-2,107
-4% -$74.1K 1.01% 26
2023
Q3 		$1.84M Buy
52,937
+900
+2% +$32.4K 1.1% 25
2023
Q2 		$1.87M Buy
52,037
+980
+2% +$34.8K 1.11% 23
2023
Q1 		$1.81M Buy
51,057
+1,711
+3% +$60.7K 1.14% 23
2022
Q4 		$1.77M Buy
49,346
+3,740
+8% +$132K 1.16% 26
2022
Q3 		$1.46M Buy
45,606
+6,903
+18% +$238K 1.03% 31
2022
Q2 		$1.3M Buy
+38,703
New +$1.38M 0.85% 37
2021
Q4 		$1.07M Buy
+27,924
New +$1.03M 0.58% 47
2021
Q1 		$1.26M Buy
+33,643
New +$1.13M 0.73% 39

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Collaborative Wealth Management's DIVO Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2026, closing a stake of 47,850 shares — an estimated $2.13M sold.

Collaborative Wealth Management first reported a position in DIVO in Q1 2021 and held it in 17 quarters. The position peaked at $2.13M in Q4 2025. 386 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 47,850 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $2.13M.
  • Collaborative Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.13M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.