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

Prevail Innovative 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
2023 Q3	–	Sell	-56,144	Closed	-$2.02M	–	130
2023 Q2	$2.02M	Buy	+56,144	New	+$1.99M	1.11%	28

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DIVO Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2023, closing a stake of 56,144 shares — an estimated $2.02M sold.

Prevail Innovative Wealth Advisors first reported a position in DIVO in Q2 2023 and held it in 1 quarter. The position peaked at $2.02M in Q2 2023. 211 funds tracked by Wall St. Rank hold DIVO as of Q3 2023.

Prevail Innovative Wealth Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2023 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 56,144 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2023, an estimated $2.02M.
Prevail Innovative Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2023 and held it in 1 quarter.
Prevail Innovative Wealth Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.02M in Q2 2023.
211 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.