SWP
QDVO

Sagespring Wealth Partners’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Sagespring Wealth Partners’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83M Buy
94,839
+5,989
+7% +$177K 0.04% 182
2026
Q1 		$2.37M Buy
+88,850
New +$2.51M 0.04% 179

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sagespring Wealth Partners's QDVO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Amplify CWP Growth & Income ETF (QDVO) stake by 6.7% in Q2 2026, buying an estimated $177K and bringing the position to 94,839 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #182.

Sagespring Wealth Partners first reported a position in QDVO in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Sagespring Wealth Partners held 94,839 shares of Amplify CWP Growth & Income ETF worth $2.83M as of Q2 2026.
  • Sagespring Wealth Partners bought 5,989 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $177K.
  • Amplify CWP Growth & Income ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Sagespring Wealth Partners first reported a position in Amplify CWP Growth & Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.