RJFSA
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Raymond James Financial Services Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$380M Buy
9,224,234
+426,887
+5% +$17M 0.51% 37
2024
Q2 		$340M Buy
8,797,347
+131,300
+2% +$5.05M 0.48% 41
2024
Q1 		$337M Sell
8,666,047
-341,408
-4% -$12.8M 0.5% 40
2023
Q4 		$329M Sell
9,007,455
-423,881
-4% -$14.9M 0.53% 35
2023
Q3 		$328M Sell
9,431,336
-222,646
-2% -$8.01M 0.59% 34
2023
Q2 		$348M Buy
9,653,982
+865,950
+10% +$30.8M 0.61% 32
2023
Q1 		$312M Buy
8,788,032
+1,498,241
+21% +$53.2M 0.59% 32
2022
Q4 		$261M Buy
7,289,791
+2,184,747
+43% +$77M 0.53% 41
2022
Q3 		$163M Buy
5,105,044
+1,136,406
+29% +$39.3M 0.36% 55
2022
Q2 		$133M Buy
3,968,638
+954,724
+32% +$34M 0.29% 76
2022
Q1 		$113M Buy
3,013,914
+1,381,433
+85% +$51.1M 0.21% 101
2021
Q4 		$62.3M Buy
1,632,481
+389,829
+31% +$14.4M 0.12% 174
2021
Q3 		$43.4M Buy
1,242,652
+385,026
+45% +$14M 0.09% 235
2021
Q2 		$30.8M Buy
857,626
+280,353
+49% +$9.97M 0.06% 304
2021
Q1 		$19.9M Buy
577,273
+230,449
+66% +$7.72M 0.04% 403
2020
Q4 		$11.3M Buy
346,824
+181,785
+110% +$5.74M 0.03% 512
2020
Q3 		$5.03M Buy
+165,039
New +$4.93M 0.01% 758

Other funds holding DIVO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial Services Advisors's DIVO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 4.9% in Q3 2024, buying an estimated $17M and bringing the position to 9,224,234 shares worth $380M. The position accounts for 0.51% of the portfolio, ranked #37.

Raymond James Financial Services Advisors first reported a position in DIVO in Q3 2020 and has held it in 17 quarters since. 252 funds tracked by Wall St. Rank hold DIVO as of Q3 2024.

  • Raymond James Financial Services Advisors held 9,224,234 shares of Amplify CWP Enhanced Dividend Income ETF worth $380M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 426,887 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2024, an estimated $17M.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.51% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #37 holding.
  • Raymond James Financial Services Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2020 and has held it in 17 quarters since.
  • 252 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.