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

Fragasso Financial Advisors’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
-8,390
Closed -$307K – 260
2023
Q4 		$307K Buy
+8,390
New +$295K 0.03% 206

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RPGK
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Janney Montgomery Scott
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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

Fragasso Financial Advisors's DIVO Position: Q1 2024 in Review

Fragasso Financial Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 8,390 shares — an estimated $307K sold.

Fragasso Financial Advisors first reported a position in DIVO in Q4 2023 and held it in 1 quarter. The position peaked at $307K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • Fragasso Financial Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • Fragasso Financial Advisors sold 8,390 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $307K.
  • Fragasso Financial Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and held it in 1 quarter.
  • Fragasso Financial Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $307K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Fragasso Financial Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.