Gladstone Institutional Advisory’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Gladstone Institutional Advisory’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 Q2	–	Sell	-5,605	Closed	-$218K	–	670
2024 Q1	$218K	Sell	5,605 -1,305	-19%	-$49K	0.01%	590
2023 Q4	$253K	Sell	6,910 -1,487	-18%	-$52.3K	0.01%	566
2023 Q3	$292K	Sell	8,397 -176	-2%	-$6.33K	0.02%	501
2023 Q2	$309K	Sell	8,573 -142	-2%	-$5.04K	0.02%	518
2023 Q1	$309K	Sell	8,715 -213	-2%	-$7.56K	0.02%	512
2022 Q4	$320K	Buy	+8,928	New	+$315K	0.02%	490

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 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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's DIVO Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 5,605 shares — an estimated $218K sold.

Gladstone Institutional Advisory first reported a position in DIVO in Q4 2022 and held it in 6 quarters. The position peaked at $320K in Q4 2022. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

Gladstone Institutional Advisory reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,605 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $218K.
Gladstone Institutional Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 6 quarters.
Gladstone Institutional Advisory's Amplify CWP Enhanced Dividend Income ETF position peaked at $320K in Q4 2022.
259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.