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Lee Financial’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Lee Financial’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
2023
Q2 		– Sell
-900
Closed -$32K – 782
2023
Q1 		$31.9K Hold
900
– – 0.01% 263
2022
Q4 		$32.3K Hold
900
– – 0.01% 289
2022
Q3 		$29K Hold
900
– – 0.01% 289
2022
Q2 		$30K Buy
+900
New +$32.1K 0.01% 286

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Lee Financial's DIVO Position: Q2 2023 in Review

Lee Financial sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 900 shares — an estimated $32K sold.

Lee Financial first reported a position in DIVO in Q2 2022 and held it in 4 quarters. The position peaked at $32.3K in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • Lee Financial reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 900 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $32K.
  • Lee Financial first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2022 and held it in 4 quarters.
  • Lee Financial's Amplify CWP Enhanced Dividend Income ETF position peaked at $32.3K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.