Jim Simons
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Jim Simons’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Jim Simons’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 		$1.29M Buy
28,800
+20,468
+246% +$937K ﹤0.01% 2133
2025
Q4 		$371K Sell
8,332
-48,868
-85% -$2.2M ﹤0.01% 2693
2025
Q3 		$2.55M Buy
57,200
+17,600
+44% +$763K ﹤0.01% 1914
2025
Q2 		$1.68M Buy
+39,600
New +$1.61M ﹤0.01% 2222
2025
Q1 		– Sell
-6,900
Closed -$279K – 3536
2024
Q4 		$279K Sell
6,900
-8,787
-56% -$365K ﹤0.01% 3069
2024
Q3 		$646K Sell
15,687
-10,513
-40% -$418K ﹤0.01% 2665
2024
Q2 		$1.01M Sell
26,200
-66,600
-72% -$2.56M ﹤0.01% 2305
2024
Q1 		$3.61M Buy
92,800
+24,652
+36% +$925K 0.01% 1630
2023
Q4 		$2.49M Buy
+68,148
New +$2.4M ﹤0.01% 1815
2023
Q3 		– Sell
-60,561
Closed -$2.18M – 3743
2023
Q2 		$2.18M Buy
60,561
+50,161
+482% +$1.78M ﹤0.01% 1941
2023
Q1 		$369K Buy
+10,400
New +$369K ﹤0.01% 3025

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jim Simons's DIVO Position: Q1 2026 in Review

Jim Simons increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 246% in Q1 2026, buying an estimated $937K and bringing the position to 28,800 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Jim Simons first reported a position in DIVO in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2024. 384 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Jim Simons held 28,800 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.29M as of Q1 2026.
  • Jim Simons bought 20,468 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $937K.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2133 holding.
  • Jim Simons first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and has held it in 11 quarters since.
  • Jim Simons's Amplify CWP Enhanced Dividend Income ETF position peaked at $3.61M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.