Keating Financial Advisory Services’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Keating Financial Advisory Services’s Portfolio QDVO Stock Details QDVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	10,070 +2,150	+27%	+$63.5K	0.04%	294
2026 Q1	$211K	Hold	7,920	–	–	0.03%	320
2025 Q4	$230K	Buy	+7,920	New	+$232K	0.03%	344

Other funds holding QDVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Keating Financial Advisory Services's QDVO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Amplify CWP Growth & Income ETF (QDVO) stake by 27% in Q2 2026, buying an estimated $63.5K and bringing the position to 10,070 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #294.

Keating Financial Advisory Services first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

Keating Financial Advisory Services held 10,070 shares of Amplify CWP Growth & Income ETF worth $300K as of Q2 2026.
Keating Financial Advisory Services bought 2,150 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $63.5K.
Amplify CWP Growth & Income ETF made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #294 holding.
Keating Financial Advisory Services first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.