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Joseph P. Lucia & Associates’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Joseph P. Lucia & 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
2026
Q2 		$636K Buy
13,924
+1,245
+10% +$57K 0.19% 95
2026
Q1 		$569K Buy
12,679
+1,396
+12% +$63.9K 0.2% 95
2025
Q4 		$502K Sell
11,283
-217
-2% -$9.76K 0.18% 100
2025
Q3 		$513K Buy
11,500
+120
+1% +$5.2K 0.19% 98
2025
Q2 		$484K Buy
11,380
+263
+2% +$10.7K 0.2% 96
2025
Q1 		$453K Buy
11,117
+707
+7% +$29.3K 0.21% 88
2024
Q4 		$421K Hold
10,410
– – 0.19% 92
2024
Q3 		$429K Hold
10,410
– – 0.2% 89
2024
Q2 		$403K Hold
10,410
– – 0.21% 83
2024
Q1 		$405K Buy
10,410
+12
+0.1% +$450 0.22% 83
2023
Q4 		$380K Sell
10,398
-420
-4% -$14.8K 0.24% 81
2023
Q3 		$376K Sell
10,818
-377
-3% -$13.6K 0.26% 77
2023
Q2 		$403K Buy
11,195
+3,840
+52% +$136K 0.27% 77
2023
Q1 		$261K Buy
+7,355
New +$261K 0.18% 96

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.89T AUM 35.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joseph P. Lucia & Associates's DIVO Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 9.8% in Q2 2026, buying an estimated $57K and bringing the position to 13,924 shares worth $636K. The position accounts for 0.19% of the portfolio, ranked #95.

Joseph P. Lucia & Associates first reported a position in DIVO in Q1 2023 and has held it in 14 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Joseph P. Lucia & Associates held 13,924 shares of Amplify CWP Enhanced Dividend Income ETF worth $636K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 1,245 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $57K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.19% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #95 holding.
  • Joseph P. Lucia & Associates first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.