SWMG
DIVO icon

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

Signature Wealth Management Group’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 		$471K Sell
10,505
-95,628
-90% -$4.38M 0.18% 100
2025
Q4 		$4.72M Buy
106,133
+400
+0.4% +$18K 1.93% 15
2025
Q3 		$4.71M Sell
105,733
-189
-0.2% -$8.19K 1.83% 17
2025
Q2 		$4.51M Sell
105,922
-931
-0.9% -$37.8K 1.78% 14
2025
Q1 		$4.36M Sell
106,853
-394
-0.4% -$16.3K 1.7% 21
2024
Q4 		$4.34M Sell
107,247
-1,558
-1% -$64.7K 1.75% 17
2024
Q3 		$4.48M Buy
108,805
+1,447
+1% +$57.5K 1.8% 17
2024
Q2 		$4.15M Sell
107,358
-817
-0.8% -$31.4K 1.82% 15
2024
Q1 		$4.1M Sell
108,175
-1,378
-1% -$51.7K 1.87% 14
2023
Q4 		$4M Buy
+109,553
New +$3.85M 1.85% 15
2023
Q2 		$4.05M Buy
112,419
+1,819
+2% +$64.6K 1.88% 13
2023
Q1 		$3.92M Sell
110,600
-421
-0.4% -$14.9K 1.86% 19
2022
Q4 		$3.98M Buy
111,021
+863
+0.8% +$30.4K 1.95% 20
2022
Q3 		$3.53M Buy
110,158
+2,860
+3% +$98.8K 1.79% 19
2022
Q2 		$3.6M Sell
107,298
-729
-0.7% -$26K 1.75% 25
2022
Q1 		$4.05M Buy
108,027
+8,275
+8% +$306K 1.82% 16
2021
Q4 		$3.81M Sell
99,752
-9,185
-8% -$340K 1.92% 15
2021
Q3 		$3.8M Buy
+108,937
New +$3.95M 2.11% 10

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Wealth Management Group's DIVO Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 90% in Q1 2026, selling an estimated $4.38M and leaving 10,505 shares worth $471K. The position accounts for 0.18% of the portfolio, ranked #100.

Signature Wealth Management Group first reported a position in DIVO in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2025. 386 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Signature Wealth Management Group held 10,505 shares of Amplify CWP Enhanced Dividend Income ETF worth $471K as of Q1 2026.
  • Signature Wealth Management Group sold 95,628 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $4.38M.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.18% of Signature Wealth Management Group's portfolio in Q1 2026, its #100 holding.
  • Signature Wealth Management Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2021 and has held it in 18 quarters since.
  • Signature Wealth Management Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.72M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.