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Crown Wealth Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-5,449
Closed -$204K – 80
2022
Q1 		$204K Sell
5,449
-52,069
-91% -$1.93M 0.14% 89
2021
Q4 		$2.2M Buy
+57,518
New +$2.13M 2.04% 11

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crown Wealth Group's DIVO Position: Q2 2022 in Review

Crown Wealth Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2022, closing a stake of 5,449 shares — an estimated $204K sold.

Crown Wealth Group first reported a position in DIVO in Q4 2021 and held it in 2 quarters. The position peaked at $2.2M in Q4 2021. 152 funds tracked by Wall St. Rank hold DIVO as of Q2 2022.

  • Crown Wealth Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 5,449 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2022, an estimated $204K.
  • Crown Wealth Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.2M in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.