Nadler Financial Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Nadler Financial Group’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 Q3	–	Sell	-11,555	Closed	-$416K	–	110
2023 Q2	$416K	Sell	11,555 -3,721	-24%	-$132K	0.06%	68
2023 Q1	$542K	Buy	15,276 +1,020	+7%	+$36.2K	0.09%	60
2022 Q4	$511K	Hold	14,256	–	–	0.09%	62
2022 Q3	$456K	Buy	+14,256	New	+$492K	0.09%	63
2022 Q1	–	Sell	-14,256	Closed	-$544K	–	126
2021 Q4	$544K	Buy	+14,256	New	+$528K	0.08%	68

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

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

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nadler Financial Group's DIVO Position: Q3 2023 in Review

Nadler Financial Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2023, closing a stake of 11,555 shares — an estimated $416K sold.

Nadler Financial Group first reported a position in DIVO in Q4 2021 and held it in 5 quarters. The position peaked at $544K in Q4 2021. 211 funds tracked by Wall St. Rank hold DIVO as of Q3 2023.

Nadler Financial Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2023 after selling out during the quarter.
Nadler Financial Group sold 11,555 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2023, an estimated $416K.
Nadler Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 5 quarters.
Nadler Financial Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $544K in Q4 2021.
211 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2023.

Based on Nadler Financial Group's 13F filing for Q3 2023, filed 24 Oct 2023.