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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
Q2 		– Sell
-167
Closed -$7.49K – 1125
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 $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 $104B AUM 28.3% 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

Root Financial Partners's DIVO Position: Q2 2026 in Review

Root Financial Partners sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2026, closing a stake of 167 shares — an estimated $7.49K sold.

Root Financial Partners first reported a position in DIVO in Q3 2025 and held it in 3 quarters. The position peaked at $151K in Q4 2025. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Root Financial Partners reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 167 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $7.49K.
  • Root Financial Partners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Amplify CWP Enhanced Dividend Income ETF position peaked at $151K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.