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

Next 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
2021 Q4	$3.26M	Buy	85,427 +14,409	+20%	+$533K	0.21%	92
2021 Q3	$2.48M	Buy	71,018 +46,141	+185%	+$1.67M	0.19%	117
2021 Q2	$892K	Buy	24,877 +3,045	+14%	+$108K	0.07%	287
2021 Q1	$752K	Buy	21,832 +2,452	+13%	+$82.1K	0.07%	300
2020 Q4	$634K	Buy	19,380 +4,841	+33%	+$153K	0.06%	305
2020 Q3	$443K	Buy	+14,539	New	+$435K	0.05%	356

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Next Financial Group's DIVO Position: Q4 2021 in Review

Next Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 20% in Q4 2021, buying an estimated $533K and bringing the position to 85,427 shares worth $3.26M. The position accounts for 0.21% of the portfolio, ranked #92.

Next Financial Group first reported a position in DIVO in Q3 2020 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold DIVO as of Q4 2021.

Next Financial Group held 85,427 shares of Amplify CWP Enhanced Dividend Income ETF worth $3.26M as of Q4 2021.
Next Financial Group bought 14,409 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2021, an estimated $533K.
Amplify CWP Enhanced Dividend Income ETF made up 0.21% of Next Financial Group's portfolio in Q4 2021, its #92 holding.
Next Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.