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Root Financial Partners’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Root Financial Partners’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
Q1 		$7.49K Sell
167
-3,218
-95% -$147K ﹤0.01% 1796
2025
Q4 		$151K Buy
3,385
+1,969
+139% +$88.6K 0.01% 347
2025
Q3 		$63.1K Buy
+1,416
New +$61.4K ﹤0.01% 586

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's DIVO Position: Q1 2026 in Review

Root Financial Partners reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 95% in Q1 2026, selling an estimated $147K and leaving 167 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Root Financial Partners first reported a position in DIVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 383 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Root Financial Partners held 167 shares of Amplify CWP Enhanced Dividend Income ETF worth $7.49K as of Q1 2026.
  • Root Financial Partners sold 3,218 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $147K.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1796 holding.
  • Root Financial Partners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Amplify CWP Enhanced Dividend Income ETF position peaked at $151K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.