Pasadena Private Wealth’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Pasadena Private Wealth’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 Q3	$233K	Buy	+7,799	New	+$232K	0.03%	229

Other funds holding QDVO

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

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

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pasadena Private Wealth's QDVO Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Amplify CWP Growth & Income ETF (QDVO) in Q3 2026: 7,799 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings.

49 funds tracked by Wall St. Rank hold QDVO as of Q3 2026.

Pasadena Private Wealth held 7,799 shares of Amplify CWP Growth & Income ETF worth $233K as of Q3 2026.
Amplify CWP Growth & Income ETF was a new Pasadena Private Wealth position in Q3 2026.
Amplify CWP Growth & Income ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q3 2026, its #229 holding.
49 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q3 2026.

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