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Cornerstone Planning’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Cornerstone Planning’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 		– Sell
-5,117
Closed -$229K – 140
2026
Q1 		$229K Buy
+5,117
New +$234K 0.05% 137

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning's DIVO Position: Q2 2026 in Review

Cornerstone Planning sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2026, closing a stake of 5,117 shares — an estimated $229K sold.

Cornerstone Planning first reported a position in DIVO in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Cornerstone Planning reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning sold 5,117 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $229K.
  • Cornerstone Planning first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning's Amplify CWP Enhanced Dividend Income ETF position peaked at $229K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.