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Golden State Equity Partners’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Golden State Equity Partners’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,609
Closed -$256K – 1840
2026
Q1 		$256K Buy
+9,609
New +$271K 0.02% 605

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CSP
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Golden State Equity Partners's QDVO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Amplify CWP Growth & Income ETF (QDVO) in Q2 2026, closing a stake of 9,609 shares — an estimated $256K sold.

Golden State Equity Partners first reported a position in QDVO in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Golden State Equity Partners reported no remaining Amplify CWP Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 9,609 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $256K.
  • Golden State Equity Partners first reported a position in Amplify CWP Growth & Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Amplify CWP Growth & Income ETF position peaked at $256K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.