Key Client Fiduciary Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Key Client Fiduciary Advisors’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	$1.29M	Sell	28,125 -6,000	-18%	-$275K	0.37%	54
2026 Q1	$1.53M	Sell	34,125 -500	-1%	-$22.9K	0.52%	47
2025 Q4	$1.54M	Buy	34,625 +12,725	+58%	+$573K	0.53%	46
2025 Q3	$976K	Sell	21,900 -200	-0.9%	-$8.67K	0.32%	62
2025 Q2	$940K	Sell	22,100 -800	-3%	-$32.5K	0.38%	60
2025 Q1	$934K	Sell	22,900 -300	-1%	-$12.4K	0.42%	55
2024 Q4	$939K	Sell	23,200 -400	-2%	-$16.6K	0.41%	58
2024 Q3	$972K	Hold	23,600	–	–	0.44%	56
2024 Q2	$913K	Sell	23,600 -1,100	-4%	-$42.3K	0.45%	54
2024 Q1	$960K	Hold	24,700	–	–	0.51%	47
2023 Q4	$903K	Buy	24,700 +900	+4%	+$31.7K	0.52%	41
2023 Q3	$827K	Sell	23,800 -2,700	-10%	-$97.1K	0.51%	42
2023 Q2	$954K	Hold	26,500	–	–	0.56%	41
2023 Q1	$940K	Sell	26,500 -300	-1%	-$10.6K	0.59%	38
2022 Q4	$961K	Hold	26,800	–	–	0.65%	38
2022 Q3	$858K	Hold	26,800	–	–	0.78%	32
2022 Q2	$899K	Sell	26,800 -1,000	-4%	-$35.6K	0.88%	28
2022 Q1	$1.04M	Hold	27,800	–	–	0.82%	34
2021 Q4	$1.06M	Buy	+27,800	New	+$1.03M	0.88%	33

Other funds holding DIVO

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Client Fiduciary Advisors's DIVO Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 18% in Q2 2026, selling an estimated $275K and leaving 28,125 shares worth $1.29M. The position accounts for 0.37% of the portfolio, ranked #54.

Key Client Fiduciary Advisors first reported a position in DIVO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2025. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Key Client Fiduciary Advisors held 28,125 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.29M as of Q2 2026.
Key Client Fiduciary Advisors sold 6,000 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $275K.
Amplify CWP Enhanced Dividend Income ETF made up 0.37% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #54 holding.
Key Client Fiduciary Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.54M in Q4 2025.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.