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

Fox Financial’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
Q4 		– Sell
-12,466
Closed -$513K – 14
2024
Q3 		$513K Sell
12,466
-134
-1% -$5.33K 0.45% 11
2024
Q2 		$488K Sell
12,600
-5,270
-29% -$203K 0.45% 11
2024
Q1 		$695K Sell
17,870
-14,288
-44% -$536K 0.63% 8
2023
Q4 		$1.18M Buy
+32,158
New +$1.13M 1.13% 8

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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 $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Fox Financial's DIVO Position: Q4 2024 in Review

Fox Financial sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2024, closing a stake of 12,466 shares — an estimated $513K sold.

Fox Financial first reported a position in DIVO in Q4 2023 and held it in 4 quarters. The position peaked at $1.18M in Q4 2023. 286 funds tracked by Wall St. Rank hold DIVO as of Q4 2024.

  • Fox Financial reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2024 after selling out during the quarter.
  • Fox Financial sold 12,466 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2024, an estimated $513K.
  • Fox Financial first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and held it in 4 quarters.
  • Fox Financial's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.18M in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2024.

Based on Fox Financial's 13F filing for Q4 2024, filed 23 Jan 2025.