ICA Group Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

ICA Group Wealth Management’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 Q2	$111K	Sell	2,860 -22,863	-89%	-$879K	0.07%	159
2024 Q1	$1M	Buy	25,723 +495	+2%	+$18.6K	0.2%	98
2023 Q4	$922K	Buy	25,228 +4,090	+19%	+$144K	0.21%	100
2023 Q3	$734K	Sell	21,138 -1,526	-7%	-$54.9K	0.21%	99
2023 Q2	$816K	Buy	22,664 +653	+3%	+$23.2K	0.2%	94
2023 Q1	$781K	Buy	22,011 +6,201	+39%	+$220K	0.19%	113
2022 Q4	$567K	Buy	15,810 +6,391	+68%	+$225K	0.13%	151
2022 Q3	$301K	Buy	9,419 +13	+0.1%	+$449	0.06%	258
2022 Q2	$342K	Buy	9,406 +300	+3%	+$10.7K	0.06%	252
2022 Q1	$327K	Buy	+9,106	New	+$337K	0.06%	260

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 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

ICA Group Wealth Management's DIVO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 89% in Q2 2024, selling an estimated $879K and leaving 2,860 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #159.

ICA Group Wealth Management first reported a position in DIVO in Q1 2022 and has held it in 10 quarters since. The position peaked at $1M in Q1 2024. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

ICA Group Wealth Management held 2,860 shares of Amplify CWP Enhanced Dividend Income ETF worth $111K as of Q2 2024.
ICA Group Wealth Management sold 22,863 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $879K.
Amplify CWP Enhanced Dividend Income ETF made up 0.07% of ICA Group Wealth Management's portfolio in Q2 2024, its #159 holding.
ICA Group Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $1M in Q1 2024.
259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.