Rockefeller Capital Management
DIVO icon

Rockefeller Capital Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Rockefeller Capital Management’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
Q2 		$10M Buy
219,540
+62,460
+40% +$2.86M 0.02% 728
2026
Q1 		$7.05M Buy
157,080
+17,823
+13% +$816K 0.01% 794
2025
Q4 		$6.2M Buy
139,257
+38,885
+39% +$1.75M 0.01% 802
2025
Q3 		$4.47M Buy
100,372
+19,018
+23% +$825K 0.01% 866
2025
Q2 		$3.46M Buy
81,354
+8,165
+11% +$332K 0.01% 915
2025
Q1 		$2.98M Buy
73,189
+37,800
+107% +$1.57M 0.01% 890
2024
Q4 		$1.43M Buy
35,389
+3,008
+9% +$125K ﹤0.01% 1136
2024
Q3 		$1.33M Sell
32,381
-330
-1% -$13.1K ﹤0.01% 1134
2024
Q2 		$1.27M Buy
32,711
+828
+3% +$31.8K ﹤0.01% 1132
2024
Q1 		$1.24M Sell
31,883
-1,080
-3% -$40.5K ﹤0.01% 1187
2023
Q4 		$1.2M Sell
32,963
-1,784
-5% -$62.8K ﹤0.01% 1081
2023
Q3 		$1.21M Sell
34,747
-764
-2% -$27.5K ﹤0.01% 1022
2023
Q2 		$1.28M Hold
35,511
– – 0.01% 992
2023
Q1 		$1.26M Buy
35,511
+104
+0.3% +$3.69K 0.01% 981
2022
Q4 		$1.27M Buy
35,407
+5,206
+17% +$184K 0.01% 920
2022
Q3 		$966K Buy
30,201
+17,556
+139% +$606K 0.01% 1020
2022
Q2 		$424K Buy
12,645
+9,395
+289% +$335K ﹤0.01% 1334
2022
Q1 		$121K Buy
+3,250
New +$120K ﹤0.01% 1902

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management's DIVO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 40% in Q2 2026, buying an estimated $2.86M and bringing the position to 219,540 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #728.

Rockefeller Capital Management first reported a position in DIVO in Q1 2022 and has held it in 18 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Rockefeller Capital Management held 219,540 shares of Amplify CWP Enhanced Dividend Income ETF worth $10M as of Q2 2026.
  • Rockefeller Capital Management bought 62,460 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $2.86M.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #728 holding.
  • Rockefeller Capital Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.