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Coulter & Justus Financial Services’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		$3.16M Buy
+81,193
New +$3.05M 0.7% 37

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Coulter & Justus Financial Services's DIVO Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024: 81,193 shares worth $3.16M. The stake represents 0.7% of the portfolio and ranks #37 among its holdings.

246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • Coulter & Justus Financial Services held 81,193 shares of Amplify CWP Enhanced Dividend Income ETF worth $3.16M as of Q1 2024.
  • Amplify CWP Enhanced Dividend Income ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.7% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #37 holding.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.