UBS Group
QDVO

UBS Group’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

UBS Group’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$714K Buy
23,917
+14,082
+143% +$416K ﹤0.01% 5993
2026
Q1 		$262K Buy
9,835
+4,044
+70% +$114K ﹤0.01% 6485
2025
Q4 		$168K Buy
+5,791
New +$170K ﹤0.01% 6661
2024
Q4 		– Sell
-1,690
Closed -$43K – 10558
2024
Q3 		$43K Buy
+1,690
New +$42K ﹤0.01% 6913

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

UBS Group's QDVO Position: Q2 2026 in Review

UBS Group increased its Amplify CWP Growth & Income ETF (QDVO) stake by 143% in Q2 2026, buying an estimated $416K and bringing the position to 23,917 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #5993.

UBS Group first reported a position in QDVO in Q3 2024 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

  • UBS Group held 23,917 shares of Amplify CWP Growth & Income ETF worth $714K as of Q2 2026.
  • UBS Group bought 14,082 Amplify CWP Growth & Income ETF shares in Q2 2026, an estimated $416K.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5993 holding.
  • UBS Group first reported a position in Amplify CWP Growth & Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.