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Marshall Investment Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Marshall Investment Management’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 		$124K Hold
2,716
– – 0.05% 89
2026
Q1 		$122K Buy
+2,716
New +$124K 0.06% 90
2025
Q2 		– Sell
-1,797
Closed -$73.3K – 66
2025
Q1 		$73.3K Sell
1,797
-274
-13% -$11.3K 0.05% 99
2024
Q4 		$85.3K Buy
+2,071
New +$86K 0.05% 90

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Investment Management's DIVO Position: Q2 2026 in Review

Marshall Investment Management held its Amplify CWP Enhanced Dividend Income ETF (DIVO) position steady in Q2 2026 at 2,716 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #89.

Marshall Investment Management first reported a position in DIVO in Q4 2024 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Marshall Investment Management held 2,716 shares of Amplify CWP Enhanced Dividend Income ETF worth $124K as of Q2 2026.
  • Marshall Investment Management left its Amplify CWP Enhanced Dividend Income ETF share count unchanged in Q2 2026.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #89 holding.
  • Marshall Investment Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.