Stone Summit Wealth’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Stone Summit Wealth’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 Q2	–	Sell	-46,985	Closed	-$1.67M	–	138
2023 Q1	$1.67M	Buy	46,985 +1,225	+3%	+$43.5K	0.74%	48
2022 Q4	$1.64M	Buy	45,760 +5,250	+13%	+$185K	0.8%	45
2022 Q3	$1.3M	Sell	40,510 -6,790	-14%	-$235K	0.8%	45
2022 Q2	$1.59M	Buy	47,300 +5,384	+13%	+$192K	0.95%	36
2022 Q1	$1.57M	Buy	41,916 +17,221	+70%	+$637K	0.88%	36
2021 Q4	$947K	Buy	+24,695	New	+$914K	0.77%	52

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stone Summit Wealth's DIVO Position: Q2 2023 in Review

Stone Summit Wealth sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 46,985 shares — an estimated $1.67M sold.

Stone Summit Wealth first reported a position in DIVO in Q4 2021 and held it in 6 quarters. The position peaked at $1.67M in Q1 2023. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

Stone Summit Wealth reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
Stone Summit Wealth sold 46,985 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $1.67M.
Stone Summit Wealth first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 6 quarters.
Stone Summit Wealth's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.67M in Q1 2023.
215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Stone Summit Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.