SFC
QDVO

Strategic Financial Concepts’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-7,500
Closed -$218K – 318
2025
Q3 		$218K Buy
+7,500
New +$214K 0.03% 250

Other funds holding QDVO

Raymond James Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Strategic Financial Concepts's QDVO Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Amplify CWP Growth & Income ETF (QDVO) in Q4 2025, closing a stake of 7,500 shares — an estimated $218K sold.

Strategic Financial Concepts first reported a position in QDVO in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 44 funds tracked by Wall St. Rank hold QDVO as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Amplify CWP Growth & Income ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 7,500 Amplify CWP Growth & Income ETF shares in Q4 2025, an estimated $218K.
  • Strategic Financial Concepts first reported a position in Amplify CWP Growth & Income ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's Amplify CWP Growth & Income ETF position peaked at $218K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.