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

TRUADVICE’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
Q3 		$3.58M Buy
102,728
+39,701
+63% +$1.43M 1.41% 15
2023
Q2 		$2.29M Buy
+63,027
New +$2.24M 0.84% 31

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TRUADVICE's DIVO Position: Q3 2023 in Review

TRUADVICE increased its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 63% in Q3 2023, buying an estimated $1.43M and bringing the position to 102,728 shares worth $3.58M. The position accounts for 1.41% of the portfolio, ranked #15.

TRUADVICE first reported a position in DIVO in Q2 2023 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold DIVO as of Q3 2023.

  • TRUADVICE held 102,728 shares of Amplify CWP Enhanced Dividend Income ETF worth $3.58M as of Q3 2023.
  • TRUADVICE bought 39,701 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2023, an estimated $1.43M.
  • Amplify CWP Enhanced Dividend Income ETF made up 1.41% of TRUADVICE's portfolio in Q3 2023, its #15 holding.
  • TRUADVICE first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2023 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.