JBA
DIVO icon

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 $75B 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 $376B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return