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

Modern Wealth 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	$4.08M	Sell	89,361 -94,759	-51%	-$4.34M	0.05%	282
2026 Q1	$8.27M	Sell	184,120 -86,721	-32%	-$3.97M	0.14%	156
2025 Q4	$12.1M	Sell	270,841 -44,818	-14%	-$2.02M	0.22%	120
2025 Q3	$14.1M	Sell	315,659 -58,595	-16%	-$2.54M	0.28%	92
2025 Q2	$15.9M	Sell	374,254 -15,522	-4%	-$630K	0.39%	66
2025 Q1	$15.9M	Buy	389,776 +5,966	+2%	+$247K	0.51%	48
2024 Q4	$15.5M	Buy	383,810 +4,215	+1%	+$175K	0.58%	40
2024 Q3	$15.6M	Buy	379,595 +903	+0.2%	+$35.9K	0.96%	22
2024 Q2	$14.7M	Buy	378,692 +4,765	+1%	+$183K	1.08%	21
2024 Q1	$14.5M	Sell	373,927 -7,692	-2%	-$289K	1.35%	15
2023 Q4	$13.9M	Buy	+381,619	New	+$13.4M	1.76%	14

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Modern Wealth Management's DIVO Position: Q2 2026 in Review

Modern Wealth Management reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 51% in Q2 2026, selling an estimated $4.34M and leaving 89,361 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #282.

Modern Wealth Management first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q2 2025. 405 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Modern Wealth Management held 89,361 shares of Amplify CWP Enhanced Dividend Income ETF worth $4.08M as of Q2 2026.
Modern Wealth Management sold 94,759 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $4.34M.
Amplify CWP Enhanced Dividend Income ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #282 holding.
Modern Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $15.9M in Q2 2025.
405 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

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