Phoenix Wealth Advisors
DIVO icon

Phoenix Wealth Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Phoenix Wealth Advisors’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
Q3 		$7.13M Sell
153,444
-9,817
-6% -$466K 2.19% 8
2026
Q2 		$7.46M Sell
163,261
-4,983
-3% -$228K 2.52% 9
2026
Q1 		$7.55M Sell
168,244
-13,518
-7% -$619K 2.98% 7
2025
Q4 		$8.09M Sell
181,762
-1,162
-0.6% -$52.3K 3.11% 8
2025
Q3 		$8.15M Sell
182,924
-9,279
-5% -$402K 3.13% 8
2025
Q2 		$8.18M Sell
192,203
-2,858
-1% -$116K 3.42% 7
2025
Q1 		$7.95M Buy
195,061
+1,921
+1% +$79.6K 3.47% 6
2024
Q4 		$7.82M Buy
193,140
+2,442
+1% +$101K 3.39% 6
2024
Q3 		$7.85M Sell
190,698
-195,636
-51% -$7.78M 3.65% 4
2024
Q2 		$15M Buy
386,334
+200,747
+108% +$7.72M 7.5% 2
2024
Q1 		$7.22M Buy
185,587
+6,771
+4% +$254K 4.4% 2
2023
Q4 		$6.55M Sell
178,816
-12,565
-7% -$442K 4.56% 3
2023
Q3 		$6.65M Buy
191,381
+6,252
+3% +$225K 3.91% 2
2023
Q2 		$6.66M Sell
185,129
-1,383
-0.7% -$49.1K 3.88% 2
2023
Q1 		$6.62M Buy
186,512
+4,490
+2% +$159K 4.09% 2
2022
Q4 		$6.53M Buy
182,022
+172,964
+1,910% +$6.1M 3.93% 3
2022
Q3 		$290K Sell
9,058
-285
-3% -$9.8K 0.29% 75
2022
Q2 		$313K Sell
9,343
-2,176
-19% -$77.5K 0.31% 78
2022
Q1 		$430K Sell
11,519
-159,582
-93% -$5.91M 0.44% 58
2021
Q4 		$6.53M Sell
171,101
-5,688
-3% -$211K 4.93% 1
2021
Q3 		$6.17M Buy
176,789
+2,449
+1% +$88.9K 4.61% 1
2021
Q2 		$6.29M Buy
174,340
+51,398
+42% +$1.83M 4.54% 1
2021
Q1 		$4.25M Sell
122,942
-31,528
-20% -$1.06M 3.3% 2
2020
Q4 		$5.05M Buy
+154,470
New +$4.88M 3.84% 2

Other funds holding DIVO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
ForthRight Wealth Management
ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Phoenix Wealth Advisors's DIVO Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 6% in Q3 2026, selling an estimated $466K and leaving 153,444 shares worth $7.13M. The position accounts for 2.19% of the portfolio, ranked #8.

Phoenix Wealth Advisors first reported a position in DIVO in Q4 2020 and has held it in 24 quarters since. The position peaked at $15M in Q2 2024. 244 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Phoenix Wealth Advisors held 153,444 shares of Amplify CWP Enhanced Dividend Income ETF worth $7.13M as of Q3 2026.
  • Phoenix Wealth Advisors sold 9,817 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $466K.
  • Amplify CWP Enhanced Dividend Income ETF made up 2.19% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Phoenix Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $15M in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.