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Pasadena Private Wealth’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Pasadena Private Wealth’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 		$2.23M Sell
48,858
-688
-1% -$31.5K 0.28% 52
2026
Q1 		$2.22M Buy
49,546
+18,456
+59% +$845K 0.31% 54
2025
Q4 		$1.38M Sell
31,090
-2,595
-8% -$117K 0.19% 62
2025
Q3 		$1.5M Sell
33,685
-712
-2% -$30.9K 0.22% 55
2025
Q2 		$1.46M Sell
34,397
-224,443
-87% -$9.12M 0.25% 49
2025
Q1 		$10.6M Sell
258,840
-121,317
-32% -$5.02M 2.03% 13
2024
Q4 		$15.4M Buy
380,157
+132,581
+54% +$5.5M 3.15% 5
2024
Q3 		$10.2M Sell
247,576
-8,162
-3% -$324K 2.17% 12
2024
Q2 		$9.9M Buy
255,738
+2,991
+1% +$115K 2.29% 10
2024
Q1 		$9.83M Buy
252,747
+44,391
+21% +$1.67M 2.26% 10
2023
Q4 		$7.62M Buy
208,356
+182,078
+693% +$6.4M 1.86% 15
2023
Q3 		$913K Buy
26,278
+6,081
+30% +$219K 0.27% 35
2023
Q2 		$727K Sell
20,197
-2,323
-10% -$82.5K 0.2% 40
2023
Q1 		$799K Sell
22,520
-18,830
-46% -$668K 0.23% 36
2022
Q4 		$1.48M Sell
41,350
-172
-0.4% -$6.07K 0.46% 23
2022
Q3 		$1.33M Buy
41,522
+7,281
+21% +$251K 0.47% 23
2022
Q2 		$1.15M Buy
34,241
+3,238
+10% +$115K 0.39% 25
2022
Q1 		$1.16M Sell
31,003
-65,222
-68% -$2.41M 0.38% 27
2021
Q4 		$3.67M Sell
96,225
-1,949
-2% -$72.1K 1.2% 19
2021
Q3 		$3.43M Buy
98,174
+22,564
+30% +$819K 1.2% 18
2021
Q2 		$2.71M Buy
75,610
+58,114
+332% +$2.07M 0.93% 23
2021
Q1 		$603K Buy
+17,496
New +$586K 0.22% 37

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

Pasadena Private Wealth's DIVO Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.4% in Q2 2026, selling an estimated $31.5K and leaving 48,858 shares worth $2.23M. The position accounts for 0.28% of the portfolio, ranked #52.

Pasadena Private Wealth first reported a position in DIVO in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.4M in Q4 2024. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Pasadena Private Wealth held 48,858 shares of Amplify CWP Enhanced Dividend Income ETF worth $2.23M as of Q2 2026.
  • Pasadena Private Wealth sold 688 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $31.5K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.28% of Pasadena Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Pasadena Private Wealth first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Pasadena Private Wealth's Amplify CWP Enhanced Dividend Income ETF position peaked at $15.4M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

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