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Freestone Capital Holdings’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-434
Closed -$14.2K – 566
2020
Q4 		$14.2K Buy
434
+6
+1% +$189 ﹤0.01% 787
2020
Q3 		$13K Buy
+428
New +$12.8K ﹤0.01% 704

Other funds holding DIVO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

Freestone Capital Holdings's DIVO Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2021, closing a stake of 434 shares — an estimated $14.2K sold.

Freestone Capital Holdings first reported a position in DIVO in Q3 2020 and held it in 2 quarters. The position peaked at $14.2K in Q4 2020. 66 funds tracked by Wall St. Rank hold DIVO as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 434 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2021, an estimated $14.2K.
  • Freestone Capital Holdings first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Amplify CWP Enhanced Dividend Income ETF position peaked at $14.2K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.