Raymond James Financial
QDVO

Raymond James Financial’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Raymond James Financial’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 		$51.5M Buy
1,934,199
+739,963
+62% +$20.9M 0.02% 833
2025
Q4 		$34.7M Buy
1,194,236
+549,816
+85% +$16.1M 0.01% 1061
2025
Q3 		$18.7M Buy
644,420
+574,541
+822% +$16.4M 0.01% 1458
2025
Q2 		$1.93M Buy
+69,879
New +$1.78M ﹤0.01% 3107

Other funds holding QDVO

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

Raymond James Financial's QDVO Position: Q1 2026 in Review

Raymond James Financial increased its Amplify CWP Growth & Income ETF (QDVO) stake by 62% in Q1 2026, buying an estimated $20.9M and bringing the position to 1,934,199 shares worth $51.5M. The position accounts for 0.02% of the portfolio, ranked #833.

Raymond James Financial first reported a position in QDVO in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Raymond James Financial held 1,934,199 shares of Amplify CWP Growth & Income ETF worth $51.5M as of Q1 2026.
  • Raymond James Financial bought 739,963 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $20.9M.
  • Amplify CWP Growth & Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #833 holding.
  • Raymond James Financial first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.