Sigma Planning Corp
DIVO icon

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
Q3 		$1.94M Buy
41,777
+1,630
+4% +$77.3K 0.05% 360
2026
Q2 		$1.83M Buy
40,147
+293
+0.7% +$13.4K 0.05% 390
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Altus Wealth Group
Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return
Financial Designs
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sigma Planning Corp's DIVO Position: Q3 2026 in Review

Sigma Planning Corp increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 4.1% in Q3 2026, buying an estimated $77.3K and bringing the position to 41,777 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #360.

Sigma Planning Corp first reported a position in DIVO in Q4 2020 and has held it in 20 quarters since. 113 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Sigma Planning Corp held 41,777 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.94M as of Q3 2026.
  • Sigma Planning Corp bought 1,630 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $77.3K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #360 holding.
  • Sigma Planning Corp first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2020 and has held it in 20 quarters since.
  • 113 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.