PCM
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Pennsylvania Capital Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Pennsylvania Capital Management’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
2023
Q1 		– Sell
-50,908
Closed -$1.85M – 88
2022
Q4 		$1.85M Buy
+50,908
New +$1.8M 0.98% 23

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Pennsylvania Capital Management's DIVO Position: Q1 2023 in Review

Pennsylvania Capital Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2023, closing a stake of 50,908 shares — an estimated $1.85M sold.

Pennsylvania Capital Management first reported a position in DIVO in Q4 2022 and held it in 1 quarter. The position peaked at $1.85M in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q1 2023.

  • Pennsylvania Capital Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2023 after selling out during the quarter.
  • Pennsylvania Capital Management sold 50,908 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2023, an estimated $1.85M.
  • Pennsylvania Capital Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and held it in 1 quarter.
  • Pennsylvania Capital Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.85M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2023.

Based on Pennsylvania Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.