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Sigma Planning Corp’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Sigma Planning Corp’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
Q1 		$1.79M Buy
39,854
+4,698
+13% +$215K 0.05% 369
2025
Q4 		$1.56M Buy
35,156
+30,341
+630% +$1.37M 0.04% 384
2025
Q3 		$215K Buy
+4,815
New +$209K 0.01% 1190
2024
Q3 		– Sell
-5,660
Closed -$219K – 1229
2024
Q2 		$219K Sell
5,660
-12,422
-69% -$478K 0.01% 1047
2024
Q1 		$703K Buy
18,082
+11,784
+187% +$442K 0.02% 628
2023
Q4 		$230K Sell
6,298
-4,952
-44% -$174K 0.02% 722
2023
Q3 		$391K Sell
11,250
-993
-8% -$35.7K 0.01% 819
2023
Q2 		$441K Sell
12,243
-11,118
-48% -$395K 0.02% 778
2023
Q1 		$829K Sell
23,361
-700
-3% -$24.8K 0.03% 584
2022
Q4 		$863K Sell
24,061
-5,052
-17% -$178K 0.03% 542
2022
Q3 		$932K Sell
29,113
-2,030
-7% -$70.1K 0.04% 486
2022
Q2 		$1.04M Buy
31,143
+11,937
+62% +$425K 0.04% 446
2022
Q1 		$719K Buy
19,206
+3,574
+23% +$132K 0.02% 680
2021
Q4 		$597K Buy
15,632
+3,488
+29% +$129K 0.02% 773
2021
Q3 		$424K Buy
12,144
+2,465
+25% +$89.5K 0.01% 890
2021
Q2 		$347K Sell
9,679
-178
-2% -$6.33K 0.01% 1006
2021
Q1 		$340K Buy
9,857
+2,874
+41% +$96.2K 0.01% 927
2020
Q4 		$228K Buy
+6,983
New +$220K 0.01% 1033

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sigma Planning Corp's DIVO Position: Q1 2026 in Review

Sigma Planning Corp increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 13% in Q1 2026, buying an estimated $215K and bringing the position to 39,854 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #369.

Sigma Planning Corp first reported a position in DIVO in Q4 2020 and has held it in 18 quarters since. 383 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Sigma Planning Corp held 39,854 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.79M as of Q1 2026.
  • Sigma Planning Corp bought 4,698 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $215K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #369 holding.
  • Sigma Planning Corp first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2020 and has held it in 18 quarters since.
  • 383 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.