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Glassman Wealth Services’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-300
Closed -$11.6K – 184
2024
Q2 		$11.6K Buy
300
+125
+71% +$4.81K ﹤0.01% 150
2024
Q1 		$6.8K Buy
+175
New +$6.57K ﹤0.01% 171

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glassman Wealth Services's DIVO Position: Q3 2024 in Review

Glassman Wealth Services sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2024, closing a stake of 300 shares — an estimated $11.6K sold.

Glassman Wealth Services first reported a position in DIVO in Q1 2024 and held it in 2 quarters. The position peaked at $11.6K in Q2 2024. 252 funds tracked by Wall St. Rank hold DIVO as of Q3 2024.

  • Glassman Wealth Services reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 300 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2024, an estimated $11.6K.
  • Glassman Wealth Services first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2024 and held it in 2 quarters.
  • Glassman Wealth Services's Amplify CWP Enhanced Dividend Income ETF position peaked at $11.6K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.