Realta Investment Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Realta Investment 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 Q4	–	Sell	-20,328	Closed	-$732K	–	492
2023 Q3	$732K	Hold	20,328	–	–	0.17%	141
2023 Q2	$732K	Sell	20,328 -16,626	-45%	-$591K	0.16%	149
2023 Q1	$1.31M	Sell	36,954 -13,076	-26%	-$464K	0.32%	80
2022 Q4	$1.79M	Buy	50,030 +16,822	+51%	+$593K	0.44%	52
2022 Q3	$1.06M	Buy	33,208 +5,754	+21%	+$199K	0.28%	83
2022 Q2	$933K	Buy	27,454 +10,833	+65%	+$386K	0.23%	105
2022 Q1	$622K	Buy	16,621 +7,991	+93%	+$296K	0.12%	183
2021 Q4	$330K	Buy	+8,630	New	+$319K	0.07%	286

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

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

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Realta Investment Advisors's DIVO Position: Q4 2023 in Review

Realta Investment Advisors sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 20,328 shares — an estimated $732K sold.

Realta Investment Advisors first reported a position in DIVO in Q4 2021 and held it in 8 quarters. The position peaked at $1.79M in Q4 2022. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

Realta Investment Advisors reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 20,328 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $732K.
Realta Investment Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 8 quarters.
Realta Investment Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.79M in Q4 2022.
245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.