Osaic Holdings
QDVO

Osaic Holdings’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Osaic Holdings’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.72M Buy
191,596
+91,464
+91% +$2.7M 0.01% 1437
2026
Q1 		$2.67M Buy
100,132
+30,739
+44% +$868K ﹤0.01% 1833
2025
Q4 		$2.01M Buy
+69,393
New +$2.03M ﹤0.01% 2088

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings's QDVO Position: Q2 2026 in Review

Osaic Holdings increased its Amplify CWP Growth & Income ETF (QDVO) stake by 91% in Q2 2026, buying an estimated $2.7M and bringing the position to 191,596 shares worth $5.72M. The position accounts for 0.01% of the portfolio, ranked #1437.

Osaic Holdings first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Osaic Holdings held 191,596 shares of Amplify CWP Growth & Income ETF worth $5.72M as of Q2 2026.
  • Osaic Holdings bought 91,464 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $2.7M.
  • Amplify CWP Growth & Income ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1437 holding.
  • Osaic Holdings first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.