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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
Q2 		$6.19M Sell
135,367
-3,455
-2% -$158K 0.11% 198
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 $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 22.9% 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

Mount Yale Investment Advisors's DIVO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 2.5% in Q2 2026, selling an estimated $158K and leaving 135,367 shares worth $6.19M. The position accounts for 0.11% of the portfolio, ranked #198.

Mount Yale Investment Advisors first reported a position in DIVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23M in Q1 2026. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Mount Yale Investment Advisors held 135,367 shares of Amplify CWP Enhanced Dividend Income ETF worth $6.19M as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,455 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $158K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Mount Yale Investment Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $6.23M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.