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Independent Advisor Alliance’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-23,540
Closed -$1.06M – 1162
2026
Q1 		$1.06M Buy
+23,540
New +$1.08M 0.01% 807
2025
Q1 		– Sell
-16,848
Closed -$682K – 919
2024
Q4 		$682K Buy
+16,848
New +$699K 0.01% 844

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 $103B AUM 28.65% 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

Independent Advisor Alliance's DIVO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2026, closing a stake of 23,540 shares — an estimated $1.06M sold.

Independent Advisor Alliance first reported a position in DIVO in Q4 2024 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,540 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $1.06M.
  • Independent Advisor Alliance first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.06M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.