GVAG
QDVO

Great Valley Advisor Group’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Great Valley Advisor Group’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 		$708K Buy
23,715
+1,166
+5% +$34.4K 0.01% 616
2026
Q1 		$601K Buy
22,549
+14,979
+198% +$423K 0.01% 627
2025
Q4 		$220K Buy
+7,570
New +$222K ﹤0.01% 870

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
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

Great Valley Advisor Group's QDVO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Amplify CWP Growth & Income ETF (QDVO) stake by 5.2% in Q2 2026, buying an estimated $34.4K and bringing the position to 23,715 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #616.

Great Valley Advisor Group first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Great Valley Advisor Group held 23,715 shares of Amplify CWP Growth & Income ETF worth $708K as of Q2 2026.
  • Great Valley Advisor Group bought 1,166 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $34.4K.
  • Amplify CWP Growth & Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #616 holding.
  • Great Valley Advisor Group first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.