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Pin Oak Investment Advisors’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-792
Closed -$21K – 596
2026
Q1 		$21K Hold
792
– – 0.01% 307
2025
Q4 		$23K Hold
792
– – 0.02% 305
2025
Q3 		$23K Buy
+792
New +$22.5K 0.02% 295

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Pin Oak Investment Advisors's QDVO Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of Amplify CWP Growth & Income ETF (QDVO) in Q2 2026, closing a stake of 792 shares — an estimated $21K sold.

Pin Oak Investment Advisors first reported a position in QDVO in Q3 2025 and held it in 3 quarters. The position peaked at $23K in Q4 2025. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Pin Oak Investment Advisors reported no remaining Amplify CWP Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 792 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $21K.
  • Pin Oak Investment Advisors first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and held it in 3 quarters.
  • Pin Oak Investment Advisors's Amplify CWP Growth & Income ETF position peaked at $23K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.