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Financial Partners Group (Kansas)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Financial Partners Group (Kansas)’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
2023
Q2 		– Sell
-142,895
Closed -$5.07M – 160
2023
Q1 		$5.07M Sell
142,895
-585
-0.4% -$20.8K 1.13% 27
2022
Q4 		$5.19M Buy
+143,480
New +$5.06M 1.14% 25

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RJA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Partners Group (Kansas)'s DIVO Position: Q2 2023 in Review

Financial Partners Group (Kansas) sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 142,895 shares — an estimated $5.07M sold.

Financial Partners Group (Kansas) first reported a position in DIVO in Q4 2022 and held it in 2 quarters. The position peaked at $5.19M in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • Financial Partners Group (Kansas) reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 142,895 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $5.07M.
  • Financial Partners Group (Kansas) first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 2 quarters.
  • Financial Partners Group (Kansas)'s Amplify CWP Enhanced Dividend Income ETF position peaked at $5.19M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2023, filed 8 Aug 2023.