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

IronOak Wealth’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 Q4	$1.51M	Buy	+37,220	New	+$1.54M	1.69%	23

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

IronOak Wealth's DIVO Position: Q4 2024 in Review

IronOak Wealth opened a new position in Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2024: 37,220 shares worth $1.51M. The stake represents 1.69% of the portfolio and ranks #23 among its holdings.

286 funds tracked by Wall St. Rank hold DIVO as of Q4 2024.

IronOak Wealth held 37,220 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.51M as of Q4 2024.
Amplify CWP Enhanced Dividend Income ETF was a new IronOak Wealth position in Q4 2024.
Amplify CWP Enhanced Dividend Income ETF made up 1.69% of IronOak Wealth's portfolio in Q4 2024, its #23 holding.
286 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.