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OakTrust Wealth Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

OakTrust Wealth Advisors’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
2026
Q2 		$4.42M Buy
96,633
+1,461
+2% +$66.9K 3.81% 9
2026
Q1 		$4.27M Buy
95,172
+9,313
+11% +$426K 3.89% 10
2025
Q4 		$3.82M Buy
+85,859
New +$3.86M 3.53% 12

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OakTrust Wealth Advisors's DIVO Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.5% in Q2 2026, buying an estimated $66.9K and bringing the position to 96,633 shares worth $4.42M. The position accounts for 3.81% of the portfolio, ranked #9.

OakTrust Wealth Advisors first reported a position in DIVO in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • OakTrust Wealth Advisors held 96,633 shares of Amplify CWP Enhanced Dividend Income ETF worth $4.42M as of Q2 2026.
  • OakTrust Wealth Advisors bought 1,461 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $66.9K.
  • Amplify CWP Enhanced Dividend Income ETF made up 3.81% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • OakTrust Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.