Retirement Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Retirement Group’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 Q1	$803K	Buy	20,655 +500	+2%	+$18.8K	0.29%	51
2023 Q4	$737K	Sell	20,155 -4,250	-17%	-$150K	0.3%	51
2023 Q3	$848K	Buy	24,405 +1,385	+6%	+$49.8K	0.35%	42
2023 Q2	$829K	Buy	23,020 +7,290	+46%	+$259K	0.34%	46
2023 Q1	$558K	Buy	15,730 +11,605	+281%	+$412K	0.25%	56
2022 Q4	$148K	Buy	+4,125	New	+$145K	0.07%	100

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Retirement Group's DIVO Position: Q1 2024 in Review

Retirement Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 2.5% in Q1 2024, buying an estimated $18.8K and bringing the position to 20,655 shares worth $803K. The position accounts for 0.29% of the portfolio, ranked #51.

Retirement Group first reported a position in DIVO in Q4 2022 and has held it in 6 quarters since. The position peaked at $848K in Q3 2023. 246 funds tracked by Wall St. Rank hold DIVO as of Q1 2024.

Retirement Group held 20,655 shares of Amplify CWP Enhanced Dividend Income ETF worth $803K as of Q1 2024.
Retirement Group bought 500 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2024, an estimated $18.8K.
Amplify CWP Enhanced Dividend Income ETF made up 0.29% of Retirement Group's portfolio in Q1 2024, its #51 holding.
Retirement Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 6 quarters since.
Retirement Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $848K in Q3 2023.
246 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.