Discipline Wealth Solutions’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Discipline Wealth Solutions’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 Q3	$284K	Buy	6,107 +365	+6%	+$17.3K	0.02%	167
2026 Q2	$262K	Buy	5,742 +1,124	+24%	+$51.4K	0.02%	178
2026 Q1	$207K	Sell	4,618 -2,710	-37%	-$124K	0.02%	189
2025 Q4	$326K	Buy	7,328 +1,246	+20%	+$56.1K	0.06%	130
2025 Q3	$271K	Buy	+6,082	New	+$264K	0.07%	134

Other funds holding DIVO

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Discipline Wealth Solutions's DIVO Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 6.4% in Q3 2026, buying an estimated $17.3K and bringing the position to 6,107 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #167.

Discipline Wealth Solutions first reported a position in DIVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 113 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

Discipline Wealth Solutions held 6,107 shares of Amplify CWP Enhanced Dividend Income ETF worth $284K as of Q3 2026.
Discipline Wealth Solutions bought 365 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $17.3K.
Amplify CWP Enhanced Dividend Income ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #167 holding.
Discipline Wealth Solutions first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's Amplify CWP Enhanced Dividend Income ETF position peaked at $326K in Q4 2025.
113 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.