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

Summit Financial’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
Q1 		$18.3M Buy
407,716
+3,975
+1% +$182K 0.23% 81
2025
Q4 		$18M Buy
403,741
+20,679
+5% +$930K 0.26% 71
2025
Q3 		$17.1M Buy
+383,062
New +$16.6M 0.26% 75

Other funds holding DIVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial's DIVO Position: Q1 2026 in Review

Summit Financial increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 0.98% in Q1 2026, buying an estimated $182K and bringing the position to 407,716 shares worth $18.3M. The position accounts for 0.23% of the portfolio, ranked #81.

Summit Financial first reported a position in DIVO in Q3 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold DIVO as of Q1 2026.

  • Summit Financial held 407,716 shares of Amplify CWP Enhanced Dividend Income ETF worth $18.3M as of Q1 2026.
  • Summit Financial bought 3,975 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2026, an estimated $182K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.23% of Summit Financial's portfolio in Q1 2026, its #81 holding.
  • Summit Financial first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.