Harbor Investment Advisory’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Harbor Investment 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
2024 Q1	–	Sell	-2,200	Closed	-$80.4K	–	1337
2023 Q4	$80.4K	Hold	2,200	–	–	0.01%	465
2023 Q3	$76.4K	Hold	2,200	–	–	0.01%	452
2023 Q2	$79.2K	Hold	2,200	–	–	0.01%	569
2023 Q1	$78K	Buy	2,200 +1,750	+389%	+$62.1K	0.01%	571
2022 Q4	$16.1K	Hold	450	–	–	﹤0.01%	935
2022 Q3	$14K	Hold	450	–	–	﹤0.01%	974
2022 Q2	$15K	Hold	450	–	–	﹤0.01%	956
2022 Q1	$17K	Buy	+450	New	+$16.7K	﹤0.01%	961

Other funds holding DIVO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Harbor Investment Advisory's DIVO Position: Q1 2024 in Review

Harbor Investment Advisory sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 2,200 shares — an estimated $80.4K sold.

Harbor Investment Advisory first reported a position in DIVO in Q1 2022 and held it in 8 quarters. The position peaked at $80.4K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

Harbor Investment Advisory reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
Harbor Investment Advisory sold 2,200 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $80.4K.
Harbor Investment Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and held it in 8 quarters.
Harbor Investment Advisory's Amplify CWP Enhanced Dividend Income ETF position peaked at $80.4K in Q4 2023.
246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.