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
Q2 		$11.1M Buy
372,933
+93,363
+33% +$2.76M ﹤0.01% 2039
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 $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial's QDVO Position: Q2 2026 in Review

LPL Financial increased its Amplify CWP Growth & Income ETF (QDVO) stake by 33% in Q2 2026, buying an estimated $2.76M and bringing the position to 372,933 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

LPL Financial first reported a position in QDVO in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • LPL Financial held 372,933 shares of Amplify CWP Growth & Income ETF worth $11.1M as of Q2 2026.
  • LPL Financial bought 93,363 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $2.76M.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2039 holding.
  • LPL Financial first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.