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Rothschild Investment LLC’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Rothschild Investment LLC’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 		$573K Buy
12,544
+781
+7% +$35.7K 0.02% 559
2026
Q1 		$528K Buy
11,763
+56
+0.5% +$2.56K 0.03% 389
2025
Q4 		$521K Sell
11,707
-325
-3% -$14.6K 0.03% 356
2025
Q3 		$536K Sell
12,032
-2,378
-17% -$103K 0.03% 331
2025
Q2 		$613K Sell
14,410
-105
-0.7% -$4.26K 0.04% 294
2025
Q1 		$592K Buy
14,515
+2,502
+21% +$104K 0.04% 304
2024
Q4 		$486K Buy
12,013
+1
+0% +$42 0.03% 346
2024
Q3 		$495K Buy
12,012
+1
+0% +$40 0.03% 349
2024
Q2 		$465K Buy
12,011
+6,751
+128% +$260K 0.03% 342
2024
Q1 		$205K Buy
5,260
+1,300
+33% +$48.8K 0.01% 464
2023
Q4 		$145K Buy
+3,960
New +$139K 0.01% 470

Other funds holding DIVO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Rothschild Investment LLC's DIVO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 6.6% in Q2 2026, buying an estimated $35.7K and bringing the position to 12,544 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #559.

Rothschild Investment LLC first reported a position in DIVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $613K in Q2 2025. 247 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Rothschild Investment LLC held 12,544 shares of Amplify CWP Enhanced Dividend Income ETF worth $573K as of Q2 2026.
  • Rothschild Investment LLC bought 781 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $35.7K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #559 holding.
  • Rothschild Investment LLC first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Amplify CWP Enhanced Dividend Income ETF position peaked at $613K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.