NFP Retirement Inc’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

NFP Retirement Inc’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
2024 Q3	–	Sell	-7,347	Closed	-$284K	–	288
2024 Q2	$284K	Sell	7,347 -28,409	-79%	-$1.09M	0.02%	231
2024 Q1	$1.39M	Sell	35,756 -15,330	-30%	-$575K	0.12%	101
2023 Q4	$1.87M	Sell	51,086 -5,880	-10%	-$207K	0.32%	64
2023 Q3	$1.98M	Sell	56,966 -555	-1%	-$20K	0.38%	60
2023 Q2	$2.07M	Sell	57,521 -200	-0.3%	-$7.11K	0.39%	58
2023 Q1	$2.05M	Buy	57,721 +16,430	+40%	+$583K	0.41%	58
2022 Q4	$1.48M	Sell	41,291 -4,554	-10%	-$161K	0.33%	70
2022 Q3	$1.47M	Buy	45,845 +2,590	+6%	+$89.5K	0.36%	66
2022 Q2	$1.45M	Buy	43,255 +12,950	+43%	+$461K	0.37%	64
2022 Q1	$1.13M	Buy	+30,305	New	+$1.12M	0.27%	74

Other funds holding DIVO

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

NFP Retirement Inc's DIVO Position: Q3 2024 in Review

NFP Retirement Inc sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2024, closing a stake of 7,347 shares — an estimated $284K sold.

NFP Retirement Inc first reported a position in DIVO in Q1 2022 and held it in 10 quarters. The position peaked at $2.07M in Q2 2023. 252 funds tracked by Wall St. Rank hold DIVO as of Q3 2024.

NFP Retirement Inc reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2024 after selling out during the quarter.
NFP Retirement Inc sold 7,347 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2024, an estimated $284K.
NFP Retirement Inc first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and held it in 10 quarters.
NFP Retirement Inc's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.07M in Q2 2023.
252 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.