MSH Capital Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

MSH Capital 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
2023 Q4	–	Sell	-8,713	Closed	-$303K	–	216
2023 Q3	$303K	Sell	8,713 -377	-4%	-$13.6K	0.12%	168
2023 Q2	$327K	Buy	9,090 +27	+0.3%	+$959	0.12%	167
2023 Q1	$321K	Buy	9,063 +25	+0.3%	+$887	0.14%	153
2022 Q4	$324K	Buy	9,038 +731	+9%	+$25.8K	0.15%	142
2022 Q3	$266K	Buy	8,307 +625	+8%	+$21.6K	0.13%	158
2022 Q2	$258K	Buy	+7,682	New	+$274K	0.12%	160

Other funds holding DIVO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSH Capital Advisors's DIVO Position: Q4 2023 in Review

MSH Capital Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 8,713 shares — an estimated $303K sold.

MSH Capital Advisors first reported a position in DIVO in Q2 2022 and held it in 6 quarters. The position peaked at $327K in Q2 2023. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

MSH Capital Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
MSH Capital Advisors sold 8,713 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $303K.
MSH Capital Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2022 and held it in 6 quarters.
MSH Capital Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $327K in Q2 2023.
245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.