SPC
QDVO

Sigma Planning Corp’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Sigma Planning Corp’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 		$1.06M Sell
35,514
-11,303
-24% -$334K 0.03% 578
2026
Q1 		$1.25M Buy
46,817
+1,454
+3% +$41.1K 0.03% 485
2025
Q4 		$1.32M Buy
+45,363
New +$1.33M 0.04% 445

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Sigma Planning Corp's QDVO Position: Q2 2026 in Review

Sigma Planning Corp reduced its Amplify CWP Growth & Income ETF (QDVO) stake by 24% in Q2 2026, selling an estimated $334K and leaving 35,514 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #578.

Sigma Planning Corp first reported a position in QDVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Sigma Planning Corp held 35,514 shares of Amplify CWP Growth & Income ETF worth $1.06M as of Q2 2026.
  • Sigma Planning Corp sold 11,303 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $334K.
  • Amplify CWP Growth & Income ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #578 holding.
  • Sigma Planning Corp first reported a position in Amplify CWP Growth & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Amplify CWP Growth & Income ETF position peaked at $1.32M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.