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

Tompkins 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
2024
Q2 		– Sell
-200
Closed -$7.78K – 601
2024
Q1 		$7.78K Buy
+200
New +$7.5K ﹤0.01% 521

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Tompkins Financial's DIVO Position: Q2 2024 in Review

Tompkins Financial sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2024, closing a stake of 200 shares — an estimated $7.78K sold.

Tompkins Financial first reported a position in DIVO in Q1 2024 and held it in 1 quarter. The position peaked at $7.78K in Q1 2024. 259 funds tracked by Wall St. Rank hold DIVO as of Q2 2024.

  • Tompkins Financial reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 200 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2024, an estimated $7.78K.
  • Tompkins Financial first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2024 and held it in 1 quarter.
  • Tompkins Financial's Amplify CWP Enhanced Dividend Income ETF position peaked at $7.78K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.