POIA
QDVO

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
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 $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Pin Oak Investment Advisors's QDVO Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Amplify CWP Growth & Income ETF (QDVO) position steady in Q1 2026 at 792 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #307.

Pin Oak Investment Advisors first reported a position in QDVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $23K in Q4 2025. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Pin Oak Investment Advisors held 792 shares of Amplify CWP Growth & Income ETF worth $21K as of Q1 2026.
  • Pin Oak Investment Advisors left its Amplify CWP Growth & Income ETF share count unchanged in Q1 2026.
  • Amplify CWP Growth & Income ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #307 holding.
  • Pin Oak Investment Advisors first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Pin Oak Investment Advisors's Amplify CWP Growth & Income ETF position peaked at $23K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.