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Integrated Wealth Concepts’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Integrated Wealth Concepts’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 		$1.66M Sell
36,432
-447
-1% -$20.5K 0.01% 931
2026
Q1 		$1.65M Buy
36,879
+13,885
+60% +$635K 0.01% 839
2025
Q4 		$1.02M Sell
22,994
-7,393
-24% -$333K 0.01% 764
2025
Q3 		$1.35M Buy
30,387
+15,761
+108% +$683K 0.01% 835
2025
Q2 		$622K Buy
14,626
+2,051
+16% +$83.3K 0.01% 1152
2025
Q1 		$513K Sell
12,575
-32,886
-72% -$1.36M 0.01% 1127
2024
Q4 		$1.84M Buy
45,461
+2,940
+7% +$122K 0.02% 591
2024
Q3 		$1.75M Sell
42,521
-251
-0.6% -$9.98K 0.02% 583
2024
Q2 		$1.66M Buy
42,772
+17,404
+69% +$669K 0.02% 577
2024
Q1 		$986K Buy
25,368
+2,163
+9% +$81.1K 0.01% 754
2023
Q4 		$848K Sell
23,205
-24,983
-52% -$879K 0.01% 797
2023
Q3 		$1.67M Buy
48,188
+24,882
+107% +$895K 0.03% 510
2023
Q2 		$839K Buy
23,306
+15,772
+209% +$560K 0.01% 746
2023
Q1 		$267K Buy
+7,534
New +$267K 0.01% 1106
2022
Q2 		– Sell
-15,014
Closed -$562K – 996
2022
Q1 		$562K Buy
+15,014
New +$556K 0.02% 550

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 22.9% 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

Integrated Wealth Concepts's DIVO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.2% in Q2 2026, selling an estimated $20.5K and leaving 36,432 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #931.

Integrated Wealth Concepts first reported a position in DIVO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q4 2024. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Integrated Wealth Concepts held 36,432 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.66M as of Q2 2026.
  • Integrated Wealth Concepts sold 447 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $20.5K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #931 holding.
  • Integrated Wealth Concepts first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.84M in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.