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Sterling Financial Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Sterling Financial 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
2025
Q3 		$34.1M Buy
765,866
+63,441
+9% +$2.75M 10.82% 2
2025
Q2 		$29.9M Buy
702,425
+17,397
+3% +$707K 10.03% 3
2025
Q1 		$27.9M Buy
685,028
+22,530
+3% +$933K 10.07% 3
2024
Q4 		$26.8M Buy
662,498
+12,832
+2% +$533K 9.98% 3
2024
Q3 		$26.8M Buy
649,666
+10,844
+2% +$431K 11.44% 2
2024
Q2 		$24.7M Buy
638,822
+43,978
+7% +$1.69M 11.22% 2
2024
Q1 		$23.1M Buy
594,844
+261,806
+79% +$9.82M 10.98% 2
2023
Q4 		$12.2M Sell
333,038
-32,802
-9% -$1.15M 7.22% 5
2023
Q3 		$12.7M Buy
365,840
+19,178
+6% +$690K 7.98% 4
2023
Q2 		$12.5M Buy
346,662
+48,683
+16% +$1.73M 8.28% 4
2023
Q1 		$10.7M Hold
297,979
– – 8.19% 4
2022
Q4 		$10.7M Buy
+297,979
New +$10.5M 8.19% 4

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Financial Group's DIVO Position: Q3 2025 in Review

Sterling Financial Group increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 9% in Q3 2025, buying an estimated $2.75M and bringing the position to 765,866 shares worth $34.1M. The position accounts for 10.82% of the portfolio, ranked #2.

Sterling Financial Group first reported a position in DIVO in Q4 2022 and has held it in 12 quarters since. 322 funds tracked by Wall St. Rank hold DIVO as of Q3 2025.

  • Sterling Financial Group held 765,866 shares of Amplify CWP Enhanced Dividend Income ETF worth $34.1M as of Q3 2025.
  • Sterling Financial Group bought 63,441 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2025, an estimated $2.75M.
  • Amplify CWP Enhanced Dividend Income ETF made up 10.82% of Sterling Financial Group's portfolio in Q3 2025, its #2 holding.
  • Sterling Financial Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2022 and has held it in 12 quarters since.
  • 322 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.