Orion Portfolio Solutions’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$305K	Sell	7,485 -300	-4%	-$12.4K	﹤0.01%	1621
2024 Q4	$315K	Sell	7,785 -697	-8%	-$28.9K	﹤0.01%	1536
2024 Q3	$349K	Buy	8,482 +1,059	+14%	+$42.1K	﹤0.01%	1468
2024 Q2	$287K	Buy	+7,423	New	+$285K	﹤0.01%	1474
2023 Q3	–	Sell	-6,931	Closed	-$250K	–	1624
2023 Q2	$250K	Buy	6,931 +681	+11%	+$24.2K	﹤0.01%	1477
2023 Q1	$222K	Buy	+6,250	New	+$222K	﹤0.01%	1471

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Orion Portfolio Solutions's DIVO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 3.9% in Q1 2025, selling an estimated $12.4K and leaving 7,485 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Orion Portfolio Solutions first reported a position in DIVO in Q1 2023 and has held it in 6 quarters since. The position peaked at $349K in Q3 2024. 284 funds tracked by Wall St. Rank hold DIVO as of Q1 2025.

Orion Portfolio Solutions held 7,485 shares of Amplify CWP Enhanced Dividend Income ETF worth $305K as of Q1 2025.
Orion Portfolio Solutions sold 300 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2025, an estimated $12.4K.
Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1621 holding.
Orion Portfolio Solutions first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and has held it in 6 quarters since.
Orion Portfolio Solutions's Amplify CWP Enhanced Dividend Income ETF position peaked at $349K in Q3 2024.
284 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.