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

Jackson 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
2023
Q2 		– Sell
-50,435
Closed -$1.79M – 124
2023
Q1 		$1.79M Sell
50,435
-3,683
-7% -$131K 1.35% 30
2022
Q4 		$1.94M Buy
+54,118
New +$1.91M 0.71% 45

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Jackson Wealth Management's DIVO Position: Q2 2023 in Review

Jackson Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 50,435 shares — an estimated $1.79M sold.

Jackson Wealth Management first reported a position in DIVO in Q4 2022 and held it in 2 quarters. The position peaked at $1.94M in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • Jackson Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 50,435 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $1.79M.
  • Jackson Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 2 quarters.
  • Jackson Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.94M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.