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Strategic Financial Concepts’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Strategic Financial Concepts’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
Q2 		$270K Sell
5,914
-19,795
-77% -$906K 0.08% 191
2026
Q1 		$1.15M Buy
25,709
+5,842
+29% +$267K 0.28% 82
2025
Q4 		$884K Buy
19,867
+14,071
+243% +$633K 0.81% 35
2025
Q3 		$258K Buy
5,796
+277
+5% +$12K 0.04% 220
2025
Q2 		$235K Sell
5,519
-21,621
-80% -$878K 0.03% 243
2025
Q1 		$1.11M Sell
27,140
-666
-2% -$27.6K 0.21% 111
2024
Q4 		$1.13M Buy
27,806
+22,709
+446% +$943K 0.22% 98
2024
Q3 		$210K Sell
5,097
-158,841
-97% -$6.31M 0.07% 228
2024
Q2 		$790K Buy
163,938
+139,007
+558% +$5.34M 0.46% 58
2024
Q1 		$969K Buy
24,931
+251
+1% +$9.42K 0.23% 99
2023
Q4 		$902K Buy
24,680
+921
+4% +$32.4K 0.53% 55
2023
Q3 		$825K Buy
23,759
+3,145
+15% +$113K 0.28% 86
2023
Q2 		$742K Buy
20,614
+1,315
+7% +$46.7K 0.27% 89
2023
Q1 		$685K Buy
+19,299
New +$685K 0.28% 87

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Financial Concepts's DIVO Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 77% in Q2 2026, selling an estimated $906K and leaving 5,914 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #191.

Strategic Financial Concepts first reported a position in DIVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2026. 406 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Strategic Financial Concepts held 5,914 shares of Amplify CWP Enhanced Dividend Income ETF worth $270K as of Q2 2026.
  • Strategic Financial Concepts sold 19,795 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $906K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #191 holding.
  • Strategic Financial Concepts first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.15M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.