HBK Sorce Advisory’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

HBK Sorce Advisory’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	$302K	Buy	+10,115	New	+$299K	0.01%	505

Other funds holding QDVO

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

HBK Sorce Advisory's QDVO Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Amplify CWP Growth & Income ETF (QDVO) in Q2 2026: 10,115 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings.

51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

HBK Sorce Advisory held 10,115 shares of Amplify CWP Growth & Income ETF worth $302K as of Q2 2026.
Amplify CWP Growth & Income ETF was a new HBK Sorce Advisory position in Q2 2026.
Amplify CWP Growth & Income ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #505 holding.
51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.