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

Newbridge Financial Services 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 Q4	–	Sell	-300	Closed	-$10.4K	–	1205
2023 Q3	$10.4K	Hold	300	–	–	0.01%	814
2023 Q2	$10.8K	Sell	300 -808	-73%	-$28.7K	0.01%	868
2023 Q1	$39.3K	Buy	1,108 +136	+14%	+$4.83K	0.02%	522
2022 Q4	$34.9K	Buy	+972	New	+$34.3K	0.02%	553

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

Newbridge Financial Services Group's DIVO Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 300 shares — an estimated $10.4K sold.

Newbridge Financial Services Group first reported a position in DIVO in Q4 2022 and held it in 4 quarters. The position peaked at $39.3K in Q1 2023. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

Newbridge Financial Services Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 300 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $10.4K.
Newbridge Financial Services Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 4 quarters.
Newbridge Financial Services Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $39.3K in Q1 2023.
245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.