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 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 $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneAscent Wealth Management's DIVO Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 52% in Q2 2026, selling an estimated $291K and leaving 5,955 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #132.

OneAscent Wealth Management first reported a position in DIVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q1 2026. 406 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

OneAscent Wealth Management held 5,955 shares of Amplify CWP Enhanced Dividend Income ETF worth $272K as of Q2 2026.
OneAscent Wealth Management sold 6,348 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $291K.
Amplify CWP Enhanced Dividend Income ETF made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #132 holding.
OneAscent Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2025 and has held it in 5 quarters since.
OneAscent Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $552K in Q1 2026.
406 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.