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Ulrich Consultants & Investment Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Ulrich Consultants & Investment Group’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 		$1.44M Sell
40,023
-3,400
-8% -$121K 3.48% 7
2023
Q1 		$1.54M Hold
43,423
– – 3.22% 7
2022
Q4 		$1.56M Hold
43,423
– – 3.49% 7
2022
Q3 		$1.39M Hold
43,423
– – 1.07% 30
2022
Q2 		$1.46M Buy
+43,423
New +$1.55M 0.8% 36

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 $742M AUM 25.54% 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 $83.7B AUM 27.22% 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

Ulrich Consultants & Investment Group's DIVO Position: Q2 2023 in Review

Ulrich Consultants & Investment Group reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 7.8% in Q2 2023, selling an estimated $121K and leaving 40,023 shares worth $1.44M. The position accounts for 3.48% of the portfolio, ranked #7.

Ulrich Consultants & Investment Group first reported a position in DIVO in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.56M in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

  • Ulrich Consultants & Investment Group held 40,023 shares of Amplify CWP Enhanced Dividend Income ETF worth $1.44M as of Q2 2023.
  • Ulrich Consultants & Investment Group sold 3,400 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $121K.
  • Amplify CWP Enhanced Dividend Income ETF made up 3.48% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #7 holding.
  • Ulrich Consultants & Investment Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2022 and has held it in 5 quarters since.
  • Ulrich Consultants & Investment Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $1.56M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.