SFA
QDVO icon

Souders Financial Advisors’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Souders Financial Advisors’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 		$755K Buy
25,295
+7,996
+46% +$236K 0.08% 120
2026
Q1 		$461K Buy
17,299
+2,638
+18% +$74.5K 0.05% 146
2025
Q4 		$425K Buy
14,661
+1,988
+16% +$58.3K 0.05% 147
2025
Q3 		$368K Buy
+12,673
New +$361K 0.04% 155

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

Souders Financial Advisors's QDVO Position: Q2 2026 in Review

Souders Financial Advisors increased its Amplify CWP Growth & Income ETF (QDVO) stake by 46% in Q2 2026, buying an estimated $236K and bringing the position to 25,295 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #120.

Souders Financial Advisors first reported a position in QDVO in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • Souders Financial Advisors held 25,295 shares of Amplify CWP Growth & Income ETF worth $755K as of Q2 2026.
  • Souders Financial Advisors bought 7,996 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $236K.
  • Amplify CWP Growth & Income ETF made up 0.08% of Souders Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Souders Financial Advisors first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.