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Concourse Financial Group Securities’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-7,550
Closed -$316K – 511
2024
Q4 		$316K Buy
7,550
+2,050
+37% +$85.1K 0.02% 598
2024
Q3 		$227K Sell
5,500
-7,044
-56% -$280K 0.01% 666
2024
Q2 		$485K Buy
12,544
+3,820
+44% +$147K 0.03% 454
2024
Q1 		$339K Buy
8,724
+3,975
+84% +$149K 0.02% 521
2023
Q4 		$174K Sell
4,749
-100
-2% -$3.52K 0.01% 698
2023
Q3 		$168K Sell
4,849
-3,100
-39% -$112K 0.01% 676
2023
Q2 		$286K Sell
7,949
-51
-0.6% -$1.81K 0.02% 548
2023
Q1 		$284K Buy
8,000
+525
+7% +$18.6K 0.02% 551
2022
Q4 		$268K Buy
+7,475
New +$264K 0.02% 545
2022
Q3 		– Sell
-5,415
Closed -$187K – 2116
2022
Q2 		$182K Buy
5,415
+1,650
+44% +$58.8K 0.02% 621
2022
Q1 		$141K Sell
3,765
-965
-20% -$35.7K 0.01% 742
2021
Q4 		$181K Buy
4,730
+1,120
+31% +$41.5K 0.01% 767
2021
Q3 		$126K Buy
3,610
+495
+16% +$18K 0.01% 893
2021
Q2 		$112K Buy
+3,115
New +$111K 0.01% 935

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Concourse Financial Group Securities's DIVO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2025, closing a stake of 7,550 shares — an estimated $316K sold.

Concourse Financial Group Securities first reported a position in DIVO in Q2 2021 and held it in 14 quarters. The position peaked at $485K in Q2 2024. 284 funds tracked by Wall St. Rank hold DIVO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,550 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2025, an estimated $316K.
  • Concourse Financial Group Securities first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2021 and held it in 14 quarters.
  • Concourse Financial Group Securities's Amplify CWP Enhanced Dividend Income ETF position peaked at $485K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.