Fiduciary Trust’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Fiduciary Trust’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
2024 Q2	–	Sell	-15,730	Closed	-$612K	–	633
2024 Q1	$612K	Sell	15,730 -17,250	-52%	-$647K	0.01%	422
2023 Q4	$1.21M	Hold	32,980	–	–	0.02%	304
2023 Q3	$1.15M	Sell	32,980 -11,000	-25%	-$396K	0.02%	303
2023 Q2	$1.58M	Sell	43,980 -1,120	-2%	-$39.8K	0.03%	263
2023 Q1	$1.6M	Hold	45,100	–	–	0.03%	257
2022 Q4	$1.62M	Buy	45,100 +14,450	+47%	+$510K	0.03%	269
2022 Q3	$981K	Buy	+30,650	New	+$1.06M	0.02%	326

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 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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Trust's DIVO Position: Q2 2024 in Review

Fiduciary Trust sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 15,730 shares — an estimated $612K sold.

Fiduciary Trust first reported a position in DIVO in Q3 2022 and held it in 7 quarters. The position peaked at $1.62M in Q4 2022. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

Fiduciary Trust reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
Fiduciary Trust sold 15,730 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $612K.
Fiduciary Trust first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 7 quarters.
Fiduciary Trust's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.62M in Q4 2022.
259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on Fiduciary Trust's 13F filing for Q2 2024, filed 14 Aug 2024.