LPL Financial
QDVO

LPL Financial’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

LPL Financial’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.45M Buy
279,570
+35,587
+15% +$1.01M ﹤0.01% 2259
2025
Q4 		$7.08M Buy
243,983
+36,241
+17% +$1.06M ﹤0.01% 2241
2025
Q3 		$6.03M Buy
207,742
+137,317
+195% +$3.91M ﹤0.01% 2302
2025
Q2 		$1.94M Buy
+70,425
New +$1.8M ﹤0.01% 3140

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial's QDVO Position: Q1 2026 in Review

LPL Financial increased its Amplify CWP Growth & Income ETF (QDVO) stake by 15% in Q1 2026, buying an estimated $1.01M and bringing the position to 279,570 shares worth $7.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

LPL Financial first reported a position in QDVO in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • LPL Financial held 279,570 shares of Amplify CWP Growth & Income ETF worth $7.45M as of Q1 2026.
  • LPL Financial bought 35,587 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $1.01M.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2259 holding.
  • LPL Financial first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.