SFA
QDVO

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
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 $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Souders Financial Advisors's QDVO Position: Q1 2026 in Review

Souders Financial Advisors increased its Amplify CWP Growth & Income ETF (QDVO) stake by 18% in Q1 2026, buying an estimated $74.5K and bringing the position to 17,299 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #146.

Souders Financial Advisors first reported a position in QDVO in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Souders Financial Advisors held 17,299 shares of Amplify CWP Growth & Income ETF worth $461K as of Q1 2026.
  • Souders Financial Advisors bought 2,638 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $74.5K.
  • Amplify CWP Growth & Income ETF made up 0.05% of Souders Financial Advisors's portfolio in Q1 2026, its #146 holding.
  • Souders Financial Advisors first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.