Lincoln National Corp’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-96,666	Closed	-$3.76M	–	278
2024 Q1	$3.76M	Buy	96,666 +5,210	+6%	+$195K	0.06%	202
2023 Q4	$3.34M	Sell	91,456 -239	-0.3%	-$8.41K	0.06%	199
2023 Q3	$3.18M	Buy	91,695 +3,041	+3%	+$109K	0.06%	179
2023 Q2	$3.19M	Sell	88,654 -5,632	-6%	-$200K	0.06%	179
2023 Q1	$3.34M	Buy	94,286 +11,307	+14%	+$401K	0.07%	168
2022 Q4	$2.98M	Buy	82,979 +16,924	+26%	+$597K	0.07%	173
2022 Q3	$2.12M	Buy	+66,055	New	+$2.28M	0.05%	203

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

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 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

Lincoln National Corp's DIVO Position: Q2 2024 in Review

Lincoln National Corp sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 96,666 shares — an estimated $3.76M sold.

Lincoln National Corp first reported a position in DIVO in Q3 2022 and held it in 7 quarters. The position peaked at $3.76M in Q1 2024. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

Lincoln National Corp reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 96,666 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $3.76M.
Lincoln National Corp first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 7 quarters.
Lincoln National Corp's Amplify CWP Enhanced Dividend Income ETF position peaked at $3.76M in Q1 2024.
259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.