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Intrepid Financial Planning Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Intrepid Financial Planning Group’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
Q1 		– Sell
-7,380
Closed -$270K – 130
2023
Q4 		$270K Hold
7,380
– – 0.13% 97
2023
Q3 		$256K Buy
+7,380
New +$265K 0.13% 93

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Intrepid Financial Planning Group's DIVO Position: Q1 2024 in Review

Intrepid Financial Planning Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 7,380 shares — an estimated $270K sold.

Intrepid Financial Planning Group first reported a position in DIVO in Q3 2023 and held it in 2 quarters. The position peaked at $270K in Q4 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

  • Intrepid Financial Planning Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 7,380 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $270K.
  • Intrepid Financial Planning Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2023 and held it in 2 quarters.
  • Intrepid Financial Planning Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $270K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2024, filed 13 May 2024.