MFG
QDVO

Merit Financial Group’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Merit Financial Group’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 		$20.6M Buy
689,804
+2,232
+0.3% +$65.9K 0.13% 146
2026
Q1 		$18.3M Buy
687,572
+64,718
+10% +$1.83M 0.14% 133
2025
Q4 		$18.1M Buy
622,854
+20,052
+3% +$588K 0.15% 120
2025
Q3 		$17.5M Buy
+602,802
New +$17.2M 0.16% 112

Other funds holding QDVO

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Merit Financial Group's QDVO Position: Q2 2026 in Review

Merit Financial Group increased its Amplify CWP Growth & Income ETF (QDVO) stake by 0.32% in Q2 2026, buying an estimated $65.9K and bringing the position to 689,804 shares worth $20.6M. The position accounts for 0.13% of the portfolio, ranked #146.

Merit Financial Group first reported a position in QDVO in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Merit Financial Group held 689,804 shares of Amplify CWP Growth & Income ETF worth $20.6M as of Q2 2026.
  • Merit Financial Group bought 2,232 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $65.9K.
  • Amplify CWP Growth & Income ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #146 holding.
  • Merit Financial Group first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.