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

IAM 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
2026
Q2 		$418K Buy
9,140
+96
+1% +$4.39K 0.08% 79
2026
Q1 		$406K Sell
9,044
-410
-4% -$18.8K 0.09% 76
2025
Q4 		$421K Buy
9,454
+97
+1% +$4.37K 0.09% 74
2025
Q3 		$417K Sell
9,357
-3,364
-26% -$146K 0.09% 74
2025
Q2 		$541K Sell
12,721
-1,177
-8% -$47.8K 0.13% 71
2025
Q1 		$567K Buy
13,898
+2,508
+22% +$104K 0.15% 70
2024
Q4 		$461K Sell
11,390
-555
-5% -$23K 0.12% 75
2024
Q3 		$492K Sell
11,945
-739
-6% -$29.4K 0.12% 76
2024
Q2 		$491K Buy
+12,684
New +$488K 0.13% 72
2023
Q3 		– Sell
-7,372
Closed -$265K – 100
2023
Q2 		$265K Sell
7,372
-119,401
-94% -$4.24M 0.09% 78
2023
Q1 		$4.5M Sell
126,773
-107
-0.1% -$3.8K 1.55% 12
2022
Q4 		$4.55M Buy
126,880
+1,092
+0.9% +$38.5K 1.67% 10
2022
Q3 		$4.03M Buy
125,788
+10,112
+9% +$349K 1.7% 11
2022
Q2 		$3.88M Sell
115,676
-212
-0.2% -$7.55K 1.59% 11
2022
Q1 		$4.34M Sell
115,888
-230
-0.2% -$8.51K 1.76% 9
2021
Q4 		$4.39M Buy
116,118
+6,627
+6% +$245K 1.74% 9
2021
Q3 		$3.9M Buy
+109,491
New +$3.97M 1.66% 8

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAM Advisory's DIVO Position: Q2 2026 in Review

IAM Advisory increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.1% in Q2 2026, buying an estimated $4.39K and bringing the position to 9,140 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #79.

IAM Advisory first reported a position in DIVO in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.55M in Q4 2022. 405 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • IAM Advisory held 9,140 shares of Amplify CWP Enhanced Dividend Income ETF worth $418K as of Q2 2026.
  • IAM Advisory bought 96 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $4.39K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.08% of IAM Advisory's portfolio in Q2 2026, its #79 holding.
  • IAM Advisory first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2021 and has held it in 17 quarters since.
  • IAM Advisory's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.55M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.