Peak Planning Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Peak Planning Group’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	$6.98M	Buy	152,710 +37,642	+33%	+$1.72M	1.57%	18
2026 Q1	$5.16M	Buy	115,068 +83,778	+268%	+$3.83M	1.43%	17
2025 Q4	$1.39M	Buy	31,290 +66	+0.2%	+$2.97K	0.39%	36
2025 Q3	$1.39M	Sell	31,224 -842	-3%	-$36.5K	0.73%	23
2025 Q2	$1.36M	Buy	32,066 +152	+0.5%	+$6.17K	0.87%	21
2025 Q1	$1.3M	Buy	31,914 +200	+0.6%	+$8.28K	0.55%	32
2024 Q4	$1.28M	Sell	31,714 -61	-0.2%	-$2.53K	0.53%	36
2024 Q3	$1.31M	Buy	31,775 +239	+0.8%	+$9.5K	0.57%	34
2024 Q2	$1.22M	Buy	+31,536	New	+$1.21M	0.6%	33

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peak Planning Group's DIVO Position: Q2 2026 in Review

Peak Planning Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 33% in Q2 2026, buying an estimated $1.72M and bringing the position to 152,710 shares worth $6.98M. The position accounts for 1.57% of the portfolio, ranked #18.

Peak Planning Group first reported a position in DIVO in Q2 2024 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

Peak Planning Group held 152,710 shares of Amplify CWP Enhanced Dividend Income ETF worth $6.98M as of Q2 2026.
Peak Planning Group bought 37,642 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $1.72M.
Amplify CWP Enhanced Dividend Income ETF made up 1.57% of Peak Planning Group's portfolio in Q2 2026, its #18 holding.
Peak Planning Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2024 and has held it in 9 quarters since.
404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.