Johnson Bixby & Associates’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Johnson Bixby & Associates’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	-84,805	Closed	-$3.1M	–	117
2023 Q4	$3.1M	Sell	84,805 -1,159	-1%	-$40.8K	0.59%	25
2023 Q3	$2.99M	Sell	85,964 -63,323	-42%	-$2.28M	0.62%	25
2023 Q2	$5.37M	Buy	149,287 +2,110	+1%	+$75K	1.11%	21
2023 Q1	$5.22M	Sell	147,177 -20,349	-12%	-$722K	1.15%	21
2022 Q4	$6.01M	Sell	167,526 -2,964	-2%	-$105K	1.4%	16
2022 Q3	$5.46M	Buy	+170,490	New	+$5.89M	1.37%	16

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 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

Johnson Bixby & Associates's DIVO Position: Q1 2024 in Review

Johnson Bixby & Associates sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 84,805 shares — an estimated $3.1M sold.

Johnson Bixby & Associates first reported a position in DIVO in Q3 2022 and held it in 6 quarters. The position peaked at $6.01M in Q4 2022. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

Johnson Bixby & Associates reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
Johnson Bixby & Associates sold 84,805 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $3.1M.
Johnson Bixby & Associates first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 6 quarters.
Johnson Bixby & Associates's Amplify CWP Enhanced Dividend Income ETF position peaked at $6.01M in Q4 2022.
246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Johnson Bixby & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.