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Lane & Associates’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Lane & 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
2025
Q1 		$585K Buy
14,360
+56
+0.4% +$2.32K 0.32% 54
2024
Q4 		$604K Buy
14,304
+115
+0.8% +$4.77K 0.31% 58
2024
Q3 		$584K Sell
14,189
-30
-0.2% -$1.19K 0.32% 62
2024
Q2 		$550K Buy
14,219
+97
+0.7% +$3.73K 0.32% 61
2024
Q1 		$549K Buy
14,122
+151
+1% +$5.67K 0.35% 60
2023
Q4 		$511K Buy
+13,971
New +$491K 0.37% 56

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lane & Associates's DIVO Position: Q1 2025 in Review

Lane & Associates increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 0.39% in Q1 2025, buying an estimated $2.32K and bringing the position to 14,360 shares worth $585K. The position accounts for 0.32% of the portfolio, ranked #54.

Lane & Associates first reported a position in DIVO in Q4 2023 and has held it in 6 quarters since. The position peaked at $604K in Q4 2024. 284 funds tracked by Wall St. Rank hold DIVO as of Q1 2025.

  • Lane & Associates held 14,360 shares of Amplify CWP Enhanced Dividend Income ETF worth $585K as of Q1 2025.
  • Lane & Associates bought 56 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2025, an estimated $2.32K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.32% of Lane & Associates's portfolio in Q1 2025, its #54 holding.
  • Lane & Associates first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 6 quarters since.
  • Lane & Associates's Amplify CWP Enhanced Dividend Income ETF position peaked at $604K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.