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

Sun 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
Q2 		$382K Buy
7,935
+2,205
+38% +$101K 0.18% 105
2026
Q1 		$261K Buy
+5,730
New +$262K 0.13% 145

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 $103B AUM 28.65% 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

Sun Financial's DIVO Position: Q2 2026 in Review

Sun Financial increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 38% in Q2 2026, buying an estimated $101K and bringing the position to 7,935 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #105.

Sun Financial first reported a position in DIVO in Q1 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Sun Financial held 7,935 shares of Amplify CWP Enhanced Dividend Income ETF worth $382K as of Q2 2026.
  • Sun Financial bought 2,205 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $101K.
  • Amplify CWP Enhanced Dividend Income ETF made up 0.18% of Sun Financial's portfolio in Q2 2026, its #105 holding.
  • Sun Financial first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.