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

Frazier 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
-100
Closed -$3.65K – 960
2023
Q4 		$3.65K Buy
+100
New +$3.52K ﹤0.01% 567

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

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

Frazier Financial Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 100 shares — an estimated $3.65K sold.

Frazier Financial Advisors first reported a position in DIVO in Q4 2023 and held it in 1 quarter. The position peaked at $3.65K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • Frazier Financial Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 100 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $3.65K.
  • Frazier Financial Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and held it in 1 quarter.
  • Frazier Financial Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $3.65K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Frazier Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.