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
2026 Q2	$341K	Buy	+7,467	New	+$342K	0.01%	708
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's DIVO Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2026: 7,467 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in DIVO as recently as Q1 2024.

Gladstone Institutional Advisory first reported a position in DIVO in Q4 2022 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Gladstone Institutional Advisory held 7,467 shares of Amplify CWP Enhanced Dividend Income ETF worth $341K as of Q2 2026.
Amplify CWP Enhanced Dividend Income ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Amplify CWP Enhanced Dividend Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #708 holding.
Gladstone Institutional Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 7 quarters since.
408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.