MGIA
DIVO icon

Moneta Group Investment Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Moneta Group Investment Advisors’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 		$805K Buy
17,620
+2,656
+18% +$122K 0.01% 443
2026
Q1 		$671K Sell
14,964
-616
-4% -$28.2K 0.01% 435
2025
Q4 		$693K Buy
15,580
+278
+2% +$12.5K 0.01% 431
2025
Q3 		$682K Buy
+15,302
New +$663K 0.01% 423

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 $104B AUM 28.3% 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

Moneta Group Investment Advisors's DIVO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 18% in Q2 2026, buying an estimated $122K and bringing the position to 17,620 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #443.

Moneta Group Investment Advisors first reported a position in DIVO in Q3 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Moneta Group Investment Advisors held 17,620 shares of Amplify CWP Enhanced Dividend Income ETF worth $805K as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,656 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $122K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #443 holding.
  • Moneta Group Investment Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.