OneAscent Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

OneAscent Wealth 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
2026 Q3	$382K	Buy	8,208 +2,253	+38%	+$107K	0.12%	76
2026 Q2	$272K	Sell	5,955 -6,348	-52%	-$291K	0.08%	132
2026 Q1	$552K	Buy	12,303 +581	+5%	+$26.6K	0.18%	65
2025 Q4	$522K	Buy	11,722 +178	+2%	+$8.01K	0.17%	65
2025 Q3	$515K	Sell	11,544 -683	-6%	-$29.6K	0.17%	67
2025 Q2	$520K	Buy	+12,227	New	+$497K	0.19%	59

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OneAscent Wealth Management's DIVO Position: Q3 2026 in Review

OneAscent Wealth Management increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 38% in Q3 2026, buying an estimated $107K and bringing the position to 8,208 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #76.

OneAscent Wealth Management first reported a position in DIVO in Q2 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2026. 372 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

OneAscent Wealth Management held 8,208 shares of Amplify CWP Enhanced Dividend Income ETF worth $382K as of Q3 2026.
OneAscent Wealth Management bought 2,253 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $107K.
Amplify CWP Enhanced Dividend Income ETF made up 0.12% of OneAscent Wealth Management's portfolio in Q3 2026, its #76 holding.
OneAscent Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2025 and has held it in 6 quarters since.
OneAscent Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $552K in Q1 2026.
372 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on OneAscent Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.