FAIM
DIVO icon

Financial Advocates Investment Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-15,144
Closed -$617K – 657
2025
Q1 		$617K Buy
15,144
+324
+2% +$13.4K 0.04% 383
2024
Q4 		$600K Sell
14,820
-335
-2% -$13.9K 0.03% 403
2024
Q3 		$624K Sell
15,155
-417
-3% -$16.6K 0.04% 404
2024
Q2 		$603K Sell
15,572
-34,781
-69% -$1.34M 0.04% 388
2024
Q1 		$1.96M Buy
50,353
+8,026
+19% +$301K 0.11% 184
2023
Q4 		$1.55M Sell
42,327
-20,333
-32% -$715K 0.1% 205
2023
Q3 		$2.18M Buy
62,660
+5,126
+9% +$184K 0.16% 149
2023
Q2 		$2.07M Buy
57,534
+32,233
+127% +$1.15M 0.15% 156
2023
Q1 		$897K Buy
25,301
+6,639
+36% +$236K 0.06% 312
2022
Q4 		$669K Buy
+18,662
New +$658K 0.05% 380

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 $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's DIVO Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2025, closing a stake of 15,144 shares — an estimated $617K sold.

Financial Advocates Investment Management first reported a position in DIVO in Q4 2022 and held it in 10 quarters. The position peaked at $2.18M in Q3 2023. 303 funds tracked by Wall St. Rank hold DIVO as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,144 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2025, an estimated $617K.
  • Financial Advocates Investment Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 10 quarters.
  • Financial Advocates Investment Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.18M in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.