Steward Partners Investment Advisory’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1.29M	Sell	43,189 -32,571	-43%	-$962K	0.01%	1137
2026 Q1	$2.02M	Buy	75,760 +10,177	+16%	+$287K	0.01%	846
2025 Q4	$1.9M	Buy	65,583 +25,127	+62%	+$737K	0.01%	805
2025 Q3	$1.17M	Buy	40,456 +37,619	+1,326%	+$1.07M	0.01%	988
2025 Q2	$78.3K	Buy	+2,837	New	+$72.4K	﹤0.01%	2248

Other funds holding QDVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Steward Partners Investment Advisory's QDVO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Amplify CWP Growth & Income ETF (QDVO) stake by 43% in Q2 2026, selling an estimated $962K and leaving 43,189 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1137.

Steward Partners Investment Advisory first reported a position in QDVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q1 2026. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

Steward Partners Investment Advisory held 43,189 shares of Amplify CWP Growth & Income ETF worth $1.29M as of Q2 2026.
Steward Partners Investment Advisory sold 32,571 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $962K.
Amplify CWP Growth & Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1137 holding.
Steward Partners Investment Advisory first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Amplify CWP Growth & Income ETF position peaked at $2.02M in Q1 2026.
51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.