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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
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 $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EP Wealth Advisors's DIVO Position: Q1 2025 in Review

EP Wealth Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2025, closing a stake of 2,800 shares — an estimated $113K sold.

EP Wealth Advisors first reported a position in DIVO in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 284 funds tracked by Wall St. Rank hold DIVO as of Q1 2025.

  • EP Wealth Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 2,800 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2025, an estimated $113K.
  • EP Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $113K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.