Financial Designs’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Financial Designs’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	$14M	Buy	305,384 +4,500	+1%	+$206K	7.48%	6
2026 Q1	$13.5M	Sell	300,884 -1,956	-0.6%	-$89.5K	7.51%	5
2025 Q4	$13.5M	Buy	302,840 +12,906	+4%	+$581K	7.63%	5
2025 Q3	$13M	Buy	289,934 +26	+0%	+$1.13K	7.54%	5
2025 Q2	$12.3M	Buy	289,908 +41	+0%	+$1.67K	7.56%	4
2025 Q1	$11.8M	Sell	289,867 -715	-0.2%	-$29.6K	8.23%	4
2024 Q4	$11.8M	Sell	290,582 -8,281	-3%	-$344K	7.75%	4
2024 Q3	$12.3M	Buy	298,863 +2,393	+0.8%	+$95.1K	7.94%	4
2024 Q2	$11.5M	Sell	296,470 -5,906	-2%	-$227K	7.89%	4
2024 Q1	$11.8M	Buy	302,376 +893	+0.3%	+$33.5K	7.75%	5
2023 Q4	$11M	Buy	+301,483	New	+$10.6M	9.01%	5

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Designs's DIVO Position: Q2 2026 in Review

Financial Designs increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.5% in Q2 2026, buying an estimated $206K and bringing the position to 305,384 shares worth $14M. The position accounts for 7.48% of the portfolio, ranked #6.

Financial Designs first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Financial Designs held 305,384 shares of Amplify CWP Enhanced Dividend Income ETF worth $14M as of Q2 2026.
Financial Designs bought 4,500 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $206K.
Amplify CWP Enhanced Dividend Income ETF made up 7.48% of Financial Designs's portfolio in Q2 2026, its #6 holding.
Financial Designs first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.