Laidlaw Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Laidlaw Wealth Management’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	-7,186	Closed	-$263K	–	194
2023 Q4	$263K	Sell	7,186 -17,933	-71%	-$631K	0.1%	200
2023 Q3	$872K	Sell	25,119 -179,235	-88%	-$6.45M	0.29%	89
2023 Q2	$7.36M	Sell	204,354 -3,284	-2%	-$117K	1.44%	8
2023 Q1	$7.36M	Sell	207,638 -47	-0%	-$1.67K	1.5%	7
2022 Q4	$7.45M	Sell	207,685 -14,879	-7%	-$525K	1.6%	5
2022 Q3	$7.12M	Buy	222,564 +9,297	+4%	+$321K	1.66%	6
2022 Q2	$7.16M	Sell	213,267 -20,318	-9%	-$724K	1.46%	6
2022 Q1	$8.75M	Buy	233,585 +75,101	+47%	+$2.78M	1.46%	7
2021 Q4	$6.05M	Buy	+158,484	New	+$5.87M	0.97%	19
2021 Q3	–	Sell	-125,916	Closed	-$4.51M	–	264
2021 Q2	$4.51M	Buy	+125,916	New	+$4.48M	1.16%	19
2021 Q1	–	Sell	-110,592	Closed	-$3.62M	–	252
2020 Q4	$3.62M	Buy	+110,592	New	+$3.49M	0.76%	24

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 $377B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Laidlaw Wealth Management's DIVO Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2024, closing a stake of 7,186 shares — an estimated $263K sold.

Laidlaw Wealth Management first reported a position in DIVO in Q4 2020 and held it in 11 quarters. The position peaked at $8.75M in Q1 2022. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

Laidlaw Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 7,186 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $263K.
Laidlaw Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $8.75M in Q1 2022.
246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.