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Marshall Financial Group (Maryland)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Marshall Financial Group (Maryland)’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
2026
Q2 		$18.7M Buy
408,662
+21,898
+6% +$1M 2.72% 8
2026
Q1 		$17.3M Buy
386,764
+5,284
+1% +$242K 2.78% 8
2025
Q4 		$17M Buy
381,480
+18,688
+5% +$841K 3.29% 4
2025
Q3 		$16.2M Buy
+362,792
New +$15.7M 3.15% 5

Other funds holding DIVO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DIVO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 5.7% in Q2 2026, buying an estimated $1M and bringing the position to 408,662 shares worth $18.7M. The position accounts for 2.72% of the portfolio, ranked #8.

Marshall Financial Group (Maryland) first reported a position in DIVO in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 408,662 shares of Amplify CWP Enhanced Dividend Income ETF worth $18.7M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 21,898 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $1M.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.72% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #8 holding.
  • Marshall Financial Group (Maryland) first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.