EWA
DIVO icon

EP Wealth Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

EP Wealth Advisors’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 		$170K Buy
+3,725
New +$170K ﹤0.01% 1558
2025
Q1 		– Sell
-2,800
Closed -$113K – 1307
2024
Q4 		$113K Buy
+2,800
New +$116K ﹤0.01% 1183

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 $104B AUM 28.3% 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

EP Wealth Advisors's DIVO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2026: 3,725 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DIVO as recently as Q4 2024.

EP Wealth Advisors first reported a position in DIVO in Q4 2024 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • EP Wealth Advisors held 3,725 shares of Amplify CWP Enhanced Dividend Income ETF worth $170K as of Q2 2026.
  • Amplify CWP Enhanced Dividend Income ETF was a new EP Wealth Advisors position in Q2 2026.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1558 holding.
  • EP Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.