NSIM
DIVO icon

North Star Investment Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-1,960
Closed -$76.2K – 1185
2024
Q1 		$76.2K Buy
+1,960
New +$73.5K 0.01% 550
2022
Q1 		– Sell
-960
Closed -$37K – 1158
2021
Q4 		$37K Buy
+960
New +$35.5K ﹤0.01% 677

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
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
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

North Star Investment Management's DIVO Position: Q2 2024 in Review

North Star Investment Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 1,960 shares — an estimated $76.2K sold.

North Star Investment Management first reported a position in DIVO in Q4 2021 and held it in 2 quarters. The position peaked at $76.2K in Q1 2024. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

  • North Star Investment Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
  • North Star Investment Management sold 1,960 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $76.2K.
  • North Star Investment Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 2 quarters.
  • North Star Investment Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $76.2K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on North Star Investment Management's 13F filing for Q2 2024, filed 6 Aug 2024.