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

Valley Financial Management’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	-216,528	Closed	-$7.68M	–	44
2023 Q1	$7.68M	Sell	216,528 -99,435	-31%	-$3.53M	4.75%	7
2022 Q4	$11.3M	Buy	315,963 +202,895	+179%	+$7.16M	6.31%	4
2022 Q3	$3.62M	Buy	+113,068	New	+$3.91M	2.17%	13

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valley Financial Management's DIVO Position: Q2 2023 in Review

Valley Financial Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q2 2023, closing a stake of 216,528 shares — an estimated $7.68M sold.

Valley Financial Management first reported a position in DIVO in Q3 2022 and held it in 3 quarters. The position peaked at $11.3M in Q4 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q2 2023.

Valley Financial Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
Valley Financial Management sold 216,528 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2023, an estimated $7.68M.
Valley Financial Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 3 quarters.
Valley Financial Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $11.3M in Q4 2022.
215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.