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

SVB 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
-6,000
Closed -$213K – 943
2023
Q1 		$213K Buy
+6,000
New +$213K ﹤0.01% 861

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth's DIVO Position: Q2 2023 in Review

SVB Wealth sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 6,000 shares — an estimated $213K sold.

SVB Wealth first reported a position in DIVO in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • SVB Wealth reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 6,000 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $213K.
  • SVB Wealth first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2023 and held it in 1 quarter.
  • SVB Wealth's Amplify CWP Enhanced Dividend Income ETF position peaked at $213K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.