FNBT
DIVO icon

FineMark National Bank & Trust’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

FineMark National Bank & 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
Q1 		– Sell
-6,126
Closed -$224K – 436
2023
Q4 		$224K Buy
+6,126
New +$215K 0.01% 377

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FineMark National Bank & Trust's DIVO Position: Q1 2024 in Review

FineMark National Bank & Trust sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 6,126 shares — an estimated $224K sold.

FineMark National Bank & Trust first reported a position in DIVO in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • FineMark National Bank & Trust reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,126 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $224K.
  • FineMark National Bank & Trust first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and held it in 1 quarter.
  • FineMark National Bank & Trust's Amplify CWP Enhanced Dividend Income ETF position peaked at $224K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on FineMark National Bank & Trust's 13F filing for Q1 2024, filed 14 May 2024.