Householder Group Estate & Retirement Specialist’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-356	Closed	-$14K	–	701
2024 Q3	$14K	Buy	356 +136	+62%	+$5.41K	﹤0.01%	762
2024 Q2	$8K	Buy	220 +62	+39%	+$2.38K	﹤0.01%	850
2024 Q1	$6.15K	Sell	158 -677	-81%	-$25.4K	﹤0.01%	902
2023 Q4	$30K	Sell	835 -148	-15%	-$5.21K	0.01%	556
2023 Q3	$34.2K	Buy	+983	New	+$35.4K	0.01%	524
2023 Q1	$28K	Buy	+785	New	+$27.9K	0.01%	566
2022 Q4	–	Sell	-345	Closed	-$11K	–	496
2022 Q3	$11K	Buy	+345	New	+$11.9K	﹤0.01%	699

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DIVO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2024, closing a stake of 356 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in DIVO in Q3 2022 and held it in 7 quarters. The position peaked at $34.2K in Q3 2023. 286 funds tracked by Wall St. Rank hold DIVO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 356 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Amplify CWP Enhanced Dividend Income ETF position peaked at $34.2K in Q3 2023.
286 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.