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Jacobi Capital Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Jacobi Capital 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
Q1 		$3.75M Buy
83,592
+3,767
+5% +$172K 0.21% 87
2025
Q4 		$3.55M Buy
79,825
+3,107
+4% +$140K 0.21% 89
2025
Q3 		$3.42M Buy
76,718
+952
+1% +$41.3K 0.21% 88
2025
Q2 		$3.22M Buy
75,766
+4,781
+7% +$194K 0.21% 89
2025
Q1 		$2.89M Buy
70,985
+2,368
+3% +$98.1K 0.21% 88
2024
Q4 		$2.78M Buy
68,617
+1,241
+2% +$51.5K 0.21% 98
2024
Q3 		$2.78M Buy
67,376
+2,783
+4% +$111K 0.21% 95
2024
Q2 		$2.5M Sell
64,593
-60,415
-48% -$2.32M 0.22% 90
2024
Q1 		$4.86M Buy
125,008
+1,707
+1% +$64K 0.45% 38
2023
Q4 		$4.51M Sell
123,301
-1,181
-0.9% -$41.5K 0.46% 36
2023
Q3 		$4.32M Buy
124,482
+3,535
+3% +$127K 0.49% 35
2023
Q2 		$4.35M Buy
120,947
+3,206
+3% +$114K 0.49% 35
2023
Q1 		$4.18M Buy
117,741
+15,551
+15% +$552K 0.5% 38
2022
Q4 		$3.66M Buy
102,190
+8,789
+9% +$310K 0.46% 39
2022
Q3 		$2.99M Buy
93,401
+22,329
+31% +$771K 0.41% 45
2022
Q2 		$2.38M Buy
71,072
+10,966
+18% +$391K 0.32% 60
2022
Q1 		$2.25M Buy
60,106
+17,381
+41% +$643K 0.27% 70
2021
Q4 		$1.63M Buy
42,725
+2,744
+7% +$102K 0.19% 104
2021
Q3 		$1.4M Buy
39,981
+9,842
+33% +$357K 0.18% 109
2021
Q2 		$1.08M Buy
30,139
+9,060
+43% +$322K 0.14% 124
2021
Q1 		$726K Buy
21,079
+6,669
+46% +$223K 0.11% 172
2020
Q4 		$471K Buy
14,410
+7,479
+108% +$236K 0.07% 211
2020
Q3 		$211K Buy
+6,931
New +$207K 0.04% 291

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jacobi Capital Management's DIVO Position: Q1 2026 in Review

Jacobi Capital Management increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 4.7% in Q1 2026, buying an estimated $172K and bringing the position to 83,592 shares worth $3.75M. The position accounts for 0.21% of the portfolio, ranked #87.

Jacobi Capital Management first reported a position in DIVO in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.86M in Q1 2024. 383 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Jacobi Capital Management held 83,592 shares of Amplify CWP Enhanced Dividend Income ETF worth $3.75M as of Q1 2026.
  • Jacobi Capital Management bought 3,767 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $172K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.21% of Jacobi Capital Management's portfolio in Q1 2026, its #87 holding.
  • Jacobi Capital Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and has held it in 23 quarters since.
  • Jacobi Capital Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.86M in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.