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

NewSquare Capital’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
Q2 		– Sell
-266
Closed -$9.44K – 880
2023
Q1 		$9.44K Buy
+266
New +$9.44K ﹤0.01% 357

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CPC
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Janney Montgomery Scott
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Truist Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewSquare Capital's DIVO Position: Q2 2023 in Review

NewSquare Capital sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 266 shares — an estimated $9.44K sold.

NewSquare Capital first reported a position in DIVO in Q1 2023 and held it in 1 quarter. The position peaked at $9.44K in Q1 2023. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • NewSquare Capital reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • NewSquare Capital sold 266 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $9.44K.
  • NewSquare Capital first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and held it in 1 quarter.
  • NewSquare Capital's Amplify CWP Enhanced Dividend Income ETF position peaked at $9.44K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.