Proactive Wealth Strategies
DIVO icon

Proactive Wealth Strategies’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Proactive Wealth Strategies’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 		$513K Buy
11,037
+132
+1% +$6.26K 0.08% 148
2026
Q2 		$498K Buy
10,905
+130
+1% +$5.95K 0.08% 152
2026
Q1 		$483K Buy
10,775
+5,452
+102% +$250K 0.09% 145
2025
Q4 		$237K Buy
5,323
+157
+3% +$7.06K 0.09% 137
2025
Q3 		$230K Buy
5,166
+61
+1% +$2.64K 0.1% 130
2025
Q2 		$217K Buy
+5,105
New +$207K 0.1% 131

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Proactive Wealth Strategies's DIVO Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 1.2% in Q3 2026, buying an estimated $6.26K and bringing the position to 11,037 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #148.

Proactive Wealth Strategies first reported a position in DIVO in Q2 2025 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Proactive Wealth Strategies held 11,037 shares of Amplify CWP Enhanced Dividend Income ETF worth $513K as of Q3 2026.
  • Proactive Wealth Strategies bought 132 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $6.26K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #148 holding.
  • Proactive Wealth Strategies first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 278 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.