Harbor Asset Planning’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Harbor Asset Planning’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 Q3	$1.74M	Sell	37,320 -7,385	-17%	-$350K	1.3%	22
2026 Q2	$2.04M	Sell	44,705 -5,366	-11%	-$246K	1.53%	17
2026 Q1	$2.25M	Buy	50,071 +1,395	+3%	+$63.8K	1.89%	13
2025 Q4	$2.17M	Sell	48,676 -2,785	-5%	-$125K	1.85%	15
2025 Q3	$2.29M	Sell	51,461 -3,198	-6%	-$139K	2.05%	13
2025 Q2	$2.33M	Buy	+54,659	New	+$2.22M	2.22%	11

Other funds holding DIVO

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Harbor Asset Planning's DIVO Position: Q3 2026 in Review

Harbor Asset Planning reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 17% in Q3 2026, selling an estimated $350K and leaving 37,320 shares worth $1.74M. The position accounts for 1.3% of the portfolio, ranked #22.

Harbor Asset Planning first reported a position in DIVO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 113 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

Harbor Asset Planning held 37,320 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.74M as of Q3 2026.
Harbor Asset Planning sold 7,385 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $350K.
Amplify CWP Enhanced Dividend Income ETF made up 1.3% of Harbor Asset Planning's portfolio in Q3 2026, its #22 holding.
Harbor Asset Planning first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.33M in Q2 2025.
113 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.