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Spinnaker Investment Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Spinnaker Investment 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
2023
Q4 		– Sell
-28,000
Closed -$972K – 88
2023
Q3 		$972K Buy
+28,000
New +$1.01M 0.33% 31

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spinnaker Investment Group's DIVO Position: Q4 2023 in Review

Spinnaker Investment Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 28,000 shares — an estimated $972K sold.

Spinnaker Investment Group first reported a position in DIVO in Q3 2023 and held it in 1 quarter. The position peaked at $972K in Q3 2023. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

  • Spinnaker Investment Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
  • Spinnaker Investment Group sold 28,000 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $972K.
  • Spinnaker Investment Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2023 and held it in 1 quarter.
  • Spinnaker Investment Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $972K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on Spinnaker Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.