Envestnet Asset Management
QDVO

Envestnet Asset Management’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Envestnet Asset Management’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,910
Closed -$375K – 4840
2025
Q4 		$375K Buy
+12,910
New +$379K ﹤0.01% 3885

Other funds holding QDVO

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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Envestnet Asset Management's QDVO Position: Q1 2026 in Review

Envestnet Asset Management sold out of Amplify CWP Growth & Income ETF (QDVO) in Q1 2026, closing a stake of 12,910 shares — an estimated $375K sold.

Envestnet Asset Management first reported a position in QDVO in Q4 2025 and held it in 1 quarter. The position peaked at $375K in Q4 2025. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Envestnet Asset Management reported no remaining Amplify CWP Growth & Income ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 12,910 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $375K.
  • Envestnet Asset Management first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Amplify CWP Growth & Income ETF position peaked at $375K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.