Institute for Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Institute for 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
2026 Q2	$816K	Buy	17,855 +1,697	+11%	+$77.7K	0.07%	236
2026 Q1	$725K	Buy	16,158 +3,578	+28%	+$164K	0.08%	250
2025 Q4	$560K	Buy	12,580 +5,519	+78%	+$248K	0.06%	287
2025 Q3	$315K	Sell	7,061 -27	-0.4%	-$1.17K	0.03%	441
2025 Q2	$302K	Buy	7,088 +391	+6%	+$15.9K	0.03%	437
2025 Q1	$273K	Buy	+6,697	New	+$277K	0.04%	438

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's DIVO Position: Q2 2026 in Review

Institute for Wealth Management increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 11% in Q2 2026, buying an estimated $77.7K and bringing the position to 17,855 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #236.

Institute for Wealth Management first reported a position in DIVO in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Institute for Wealth Management held 17,855 shares of Amplify CWP Enhanced Dividend Income ETF worth $816K as of Q2 2026.
Institute for Wealth Management bought 1,697 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $77.7K.
Amplify CWP Enhanced Dividend Income ETF made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #236 holding.
Institute for Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.