Sowell Financial Services
DIVO icon

Sowell Financial Services’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Sowell Financial Services’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 		$218K Sell
4,681
-158
-3% -$7.49K 0.01% 1038
2026
Q2 		$221K Buy
4,839
+53
+1% +$2.43K 0.01% 1018
2026
Q1 		$215K Sell
4,786
-1,039
-18% -$47.6K 0.01% 1013
2025
Q4 		$259K Buy
5,825
+73
+1% +$3.28K 0.01% 889
2025
Q3 		$256K Buy
5,752
+464
+9% +$20.1K 0.01% 879
2025
Q2 		$225K Buy
+5,288
New +$215K 0.01% 908
2024
Q4 		– Sell
-55,016
Closed -$2.27M – 524
2024
Q3 		$2.27M Buy
55,016
+11,811
+27% +$469K 0.11% 217
2024
Q2 		$1.67M Buy
43,205
+1,942
+5% +$74.7K 0.08% 255
2024
Q1 		$1.6M Sell
41,263
-639
-2% -$24K 0.08% 268
2023
Q4 		$1.53M Sell
41,902
-2,226
-5% -$78.3K 0.08% 262
2023
Q3 		$1.53M Buy
44,128
+527
+1% +$19K 0.1% 238
2023
Q2 		$1.57M Buy
+43,601
New +$1.55M 0.09% 259
2023
Q1 		– Sell
-35,690
Closed -$1.28M – 771
2022
Q4 		$1.28M Buy
+35,690
New +$1.26M 0.08% 272

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

Sowell Financial Services's DIVO Position: Q3 2026 in Review

Sowell Financial Services reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 3.3% in Q3 2026, selling an estimated $7.49K and leaving 4,681 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1038.

Sowell Financial Services first reported a position in DIVO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.27M in Q3 2024. 113 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Sowell Financial Services held 4,681 shares of Amplify CWP Enhanced Dividend Income ETF worth $218K as of Q3 2026.
  • Sowell Financial Services sold 158 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $7.49K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1038 holding.
  • Sowell Financial Services first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 13 quarters since.
  • Sowell Financial Services's Amplify CWP Enhanced Dividend Income ETF position peaked at $2.27M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.