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 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 $324B AUM 22.36% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

CWRP

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's QDVO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Amplify CWP Growth & Income ETF (QDVO) stake by 16% in Q1 2026, buying an estimated $287K and bringing the position to 75,760 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #846.

Steward Partners Investment Advisory first reported a position in QDVO in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

Steward Partners Investment Advisory held 75,760 shares of Amplify CWP Growth & Income ETF worth $2.02M as of Q1 2026.
Steward Partners Investment Advisory bought 10,177 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $287K.
Amplify CWP Growth & Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #846 holding.
Steward Partners Investment Advisory first reported a position in Amplify CWP Growth & Income ETF in Q2 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.