Selective Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-700	Closed	-$22K	–	250
2022 Q3	$22K	Hold	700	–	–	0.01%	409
2022 Q2	$23K	Hold	700	–	–	0.01%	442
2022 Q1	$26K	Buy	+700	New	+$25.9K	0.01%	410

Other funds holding DIVO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's DIVO Position: Q4 2022 in Review

Selective Wealth Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2022, closing a stake of 700 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in DIVO in Q1 2022 and held it in 3 quarters. The position peaked at $26K in Q1 2022. 214 funds tracked by Wall St. Rank hold DIVO as of Q4 2022.

Selective Wealth Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2022, an estimated $22K.
Selective Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $26K in Q1 2022.
214 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.