Root Financial Partners
DIVO icon

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
Q3 		$7.76K Buy
+167
New +$7.92K ﹤0.01% 2037
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

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Root Financial Partners's DIVO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2026: 167 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DIVO as recently as Q1 2026.

Root Financial Partners first reported a position in DIVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $151K in Q4 2025. 372 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Root Financial Partners held 167 shares of Amplify CWP Enhanced Dividend Income ETF worth $7.76K as of Q3 2026.
  • Amplify CWP Enhanced Dividend Income ETF was a new Root Financial Partners position in Q3 2026.
  • Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2037 holding.
  • Root Financial Partners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Amplify CWP Enhanced Dividend Income ETF position peaked at $151K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.