Spire Wealth Management
DIVO icon

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

Spire Wealth Management’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 		$4.16M Sell
89,570
-15,799
-15% -$749K 0.13% 154
2026
Q2 		$4.82M Sell
105,369
-1,769
-2% -$81K 0.15% 141
2026
Q1 		$4.81M Buy
107,138
+2,341
+2% +$107K 0.16% 134
2025
Q4 		$4.66M Sell
104,797
-4,039
-4% -$182K 0.16% 131
2025
Q3 		$4.85M Buy
108,836
+63,680
+141% +$2.76M 0.17% 125
2025
Q2 		$1.92M Sell
45,156
-25,583
-36% -$1.04M 0.07% 240
2025
Q1 		$2.88M Buy
70,739
+4,129
+6% +$171K 0.09% 205
2024
Q4 		$2.7M Sell
66,610
-866
-1% -$35.9K 0.08% 207
2024
Q3 		$2.78M Sell
67,476
-148
-0.2% -$5.88K 0.09% 176
2024
Q2 		$2.62M Sell
67,624
-2,834
-4% -$109K 0.09% 190
2024
Q1 		$2.74M Buy
70,458
+3,234
+5% +$121K 0.05% 210
2023
Q4 		$2.47M Sell
67,224
-5,159
-7% -$181K 0.08% 201
2023
Q3 		$2.51M Sell
72,383
-27
-0% -$971 0.1% 197
2023
Q2 		$2.61M Buy
72,410
+6,613
+10% +$235K 0.1% 196
2023
Q1 		$2.33M Buy
65,797
+48,209
+274% +$1.71M 0.09% 213
2022
Q4 		$631K Buy
17,588
+15,262
+656% +$538K 0.04% 317
2022
Q3 		$74K Hold
2,326
– – ﹤0.01% 807
2022
Q2 		$78K Hold
2,326
– – ﹤0.01% 1122
2022
Q1 		$87K Buy
2,326
+1,640
+239% +$60.7K ﹤0.01% 1211
2021
Q4 		$26K Buy
686
+622
+972% +$23K ﹤0.01% 2020
2021
Q3 		$13K Hold
64
– – ﹤0.01% 2000
2021
Q2 		$2K Hold
64
– – ﹤0.01% 2472
2021
Q1 		$2K Buy
+64
New +$2.14K ﹤0.01% 2836

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spire Wealth Management's DIVO Position: Q3 2026 in Review

Spire Wealth Management reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 15% in Q3 2026, selling an estimated $749K and leaving 89,570 shares worth $4.16M. The position accounts for 0.13% of the portfolio, ranked #154.

Spire Wealth Management first reported a position in DIVO in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.85M in Q3 2025. 372 funds tracked by Wall St. Rank hold DIVO as of Q3 2026.

  • Spire Wealth Management held 89,570 shares of Amplify CWP Enhanced Dividend Income ETF worth $4.16M as of Q3 2026.
  • Spire Wealth Management sold 15,799 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2026, an estimated $749K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.13% of Spire Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Spire Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $4.85M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.