SFMG Wealth Advisors’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

SFMG Wealth Advisors’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	$2.16M	Sell	47,220 -2,730	-5%	-$125K	0.13%	75
2026 Q1	$2.24M	Hold	49,950	–	–	0.15%	69
2025 Q4	$2.22M	Buy	49,950 +20,880	+72%	+$940K	0.15%	69
2025 Q3	$1.3M	Buy	29,070 +1,108	+4%	+$48K	0.09%	95
2025 Q2	$1.19M	Hold	27,962	–	–	0.09%	92
2025 Q1	$1.14M	Hold	27,962	–	–	0.09%	97
2024 Q4	$1.13M	Buy	27,962 +1,630	+6%	+$67.7K	0.09%	95
2024 Q3	$1.08M	Hold	26,332	–	–	0.09%	89
2024 Q2	$1.02M	Hold	26,332	–	–	0.09%	91
2024 Q1	$1.02M	Sell	26,332 -10,713	-29%	-$402K	0.09%	91
2023 Q4	$1.35M	Sell	37,045 -10,921	-23%	-$384K	0.13%	80
2023 Q3	$1.67M	Sell	47,966 -3,841	-7%	-$138K	0.17%	68
2023 Q2	$1.87M	Hold	51,807	–	–	0.19%	66
2023 Q1	$1.84M	Sell	51,807 -5,676	-10%	-$201K	0.2%	66
2022 Q4	$2.06M	Buy	+57,483	New	+$2.03M	0.23%	63

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFMG Wealth Advisors's DIVO Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 5.5% in Q2 2026, selling an estimated $125K and leaving 47,220 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #75.

SFMG Wealth Advisors first reported a position in DIVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q1 2026. 405 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

SFMG Wealth Advisors held 47,220 shares of Amplify CWP Enhanced Dividend Income ETF worth $2.16M as of Q2 2026.
SFMG Wealth Advisors sold 2,730 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $125K.
Amplify CWP Enhanced Dividend Income ETF made up 0.13% of SFMG Wealth Advisors's portfolio in Q2 2026, its #75 holding.
SFMG Wealth Advisors first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 15 quarters since.
SFMG Wealth Advisors's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.24M in Q1 2026.
405 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.