Concurrent Investment Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Concurrent Investment Advisors’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 Q2	$783K	Buy	17,128 +550	+3%	+$25.2K	0.01%	1149
2026 Q1	$744K	Sell	16,578 -325	-2%	-$14.9K	0.01%	1020
2025 Q4	$752K	Buy	16,903 +7,380	+77%	+$332K	0.01%	959
2025 Q3	$424K	Sell	9,523 -486	-5%	-$21.1K	0.01%	986
2025 Q2	$426K	Buy	10,009 +191	+2%	+$7.76K	0.01%	910
2025 Q1	$400K	Sell	9,818 -563	-5%	-$23.3K	0.01%	811
2024 Q4	$420K	Sell	10,381 -112	-1%	-$4.65K	0.01%	720
2024 Q3	$432K	Sell	10,493 -1,548	-13%	-$61.5K	0.01%	661
2024 Q2	$466K	Sell	12,041 -937	-7%	-$36K	0.02%	609
2024 Q1	$505K	Buy	12,978 +692	+6%	+$26K	0.02%	546
2023 Q4	$449K	Buy	+12,286	New	+$432K	0.02%	515

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors's DIVO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 3.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 17,128 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #1149.

Concurrent Investment Advisors first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Concurrent Investment Advisors held 17,128 shares of Amplify CWP Enhanced Dividend Income ETF worth $783K as of Q2 2026.
Concurrent Investment Advisors bought 550 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $25.2K.
Amplify CWP Enhanced Dividend Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1149 holding.
Concurrent Investment Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.