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Patriot Financial Group Insurance Agency’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$890K Sell
19,471
-14,593
-43% -$668K 0.09% 246
2026
Q1 		$1.53M Buy
34,064
+18,383
+117% +$841K 0.09% 245
2025
Q4 		$698K Buy
15,681
+2,094
+15% +$94.2K 0.08% 251
2025
Q3 		$606K Sell
13,587
-822
-6% -$35.6K 0.08% 255
2025
Q2 		$497K Buy
14,409
+215
+2% +$8.73K 0.06% 313
2025
Q1 		$467K Buy
14,194
+2,656
+23% +$110K 0.06% 307
2024
Q4 		$357K Buy
11,538
+571
+5% +$23.7K 0.05% 339
2024
Q3 		$339K Buy
10,967
+229
+2% +$9.1K 0.05% 363
2024
Q2 		$310K Buy
10,738
+216
+2% +$8.3K 0.05% 360
2024
Q1 		$303K Buy
10,522
+2,157
+26% +$80.9K 0.05% 363
2023
Q4 		$206K Buy
+8,365
New +$294K 0.04% 422

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

Patriot Financial Group Insurance Agency's DIVO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 43% in Q2 2026, selling an estimated $668K and leaving 19,471 shares worth $890K. The position accounts for 0.09% of the portfolio, ranked #246.

Patriot Financial Group Insurance Agency first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q1 2026. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 19,471 shares of Amplify CWP Enhanced Dividend Income ETF worth $890K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,593 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $668K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #246 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Patriot Financial Group Insurance Agency's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.53M in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.