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Mason & Associates (Virginia)’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Mason & Associates (Virginia)’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
-63,930
Closed -$2.49M – 48
2024
Q1 		$2.49M Buy
+63,930
New +$2.4M 1.89% 21

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mason & Associates (Virginia)'s DIVO Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 63,930 shares — an estimated $2.49M sold.

Mason & Associates (Virginia) first reported a position in DIVO in Q1 2024 and held it in 1 quarter. The position peaked at $2.49M in Q1 2024. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 63,930 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $2.49M.
  • Mason & Associates (Virginia) first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Amplify CWP Enhanced Dividend Income ETF position peaked at $2.49M in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.