MBL Wealth
DIVO icon

MBL Wealth’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

MBL Wealth’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
Q3 		$49.7M Buy
1,070,072
+44,311
+4% +$2.1M 2.98% 5
2026
Q2 		$46.9M Buy
1,025,761
+43,968
+4% +$2.01M 3.2% 5
2026
Q1 		$44M Buy
981,793
+40,241
+4% +$1.84M 3.33% 6
2025
Q4 		$41.9M Buy
941,552
+24,273
+3% +$1.09M 3.36% 6
2025
Q3 		$40.9M Buy
917,279
+19,524
+2% +$846K 3.57% 5
2025
Q2 		$38.2M Buy
897,755
+36,590
+4% +$1.49M 3.65% 4
2025
Q1 		$35.1M Buy
861,165
+5,667
+0.7% +$235K 3.55% 5
2024
Q4 		$34.6M Buy
855,498
+43,745
+5% +$1.82M 3.48% 4
2024
Q3 		$33.4M Sell
811,753
-515
-0.1% -$20.5K 3.6% 5
2024
Q2 		$31.4M Buy
812,268
+28,895
+4% +$1.11M 3.51% 6
2024
Q1 		$30.5M Sell
783,373
-39,956
-5% -$1.5M 3.46% 6
2023
Q4 		$30.1M Buy
823,329
+24,176
+3% +$850K 3.76% 5
2023
Q3 		$27.8M Buy
799,153
+29,042
+4% +$1.04M 3.91% 6
2023
Q2 		$27.7M Buy
770,111
+76,604
+11% +$2.72M 3.91% 6
2023
Q1 		$24.6M Buy
693,507
+51,399
+8% +$1.82M 3.85% 5
2022
Q4 		$23M Buy
642,108
+79,240
+14% +$2.79M 4.4% 5
2022
Q3 		$18M Buy
562,868
+152,443
+37% +$5.27M 3.89% 6
2022
Q2 		$13.8M Buy
410,425
+142,042
+53% +$5.06M 3.43% 5
2022
Q1 		$10.1M Buy
+268,383
New +$9.9M 2.45% 8
2021
Q3 		$4.1M Buy
+117,547
New +$4.27M 1.42% 20
2021
Q1 		$240K Buy
+6,970
New +$233K 0.08% 135

Other funds holding DIVO

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Hibernia Wealth Partners
Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

MBL Wealth's DIVO Position: Q3 2026 in Review

MBL Wealth increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 4.3% in Q3 2026, buying an estimated $2.1M and bringing the position to 1,070,072 shares worth $49.7M. The position accounts for 2.98% of the portfolio, ranked #5.

MBL Wealth first reported a position in DIVO in Q1 2021 and has held it in 21 quarters since. 217 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • MBL Wealth held 1,070,072 shares of Amplify CWP Enhanced Dividend Income ETF worth $49.7M as of Q3 2026.
  • MBL Wealth bought 44,311 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $2.1M.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.98% of MBL Wealth's portfolio in Q3 2026, its #5 holding.
  • MBL Wealth first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2021 and has held it in 21 quarters since.
  • 217 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.