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Mount Yale Investment Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Mount Yale 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
Q1 		$6.23M Buy
138,822
+154
+0.1% +$7.05K 0.14% 160
2025
Q4 		$6.17M Buy
138,668
+24,679
+22% +$1.11M 0.3% 72
2025
Q3 		$5.08M Buy
+113,989
New +$4.94M 0.35% 59

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mount Yale Investment Advisors's DIVO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 0.11% in Q1 2026, buying an estimated $7.05K and bringing the position to 138,822 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #160.

Mount Yale Investment Advisors first reported a position in DIVO in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Mount Yale Investment Advisors held 138,822 shares of Amplify CWP Enhanced Dividend Income ETF worth $6.23M as of Q1 2026.
  • Mount Yale Investment Advisors bought 154 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $7.05K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Mount Yale Investment Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.