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

Vicus Capital’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 Q4	–	Sell	-94,464	Closed	-$3.28M	–	221
2023 Q3	$3.28M	Buy	94,464 +1,300	+1%	+$46.8K	0.34%	41
2023 Q2	$3.35M	Buy	93,164 +1,490	+2%	+$52.9K	0.35%	40
2023 Q1	$3.25M	Sell	91,674 -5,486	-6%	-$195K	0.35%	42
2022 Q4	$3.48M	Buy	97,160 +13,333	+16%	+$470K	0.4%	40
2022 Q3	$2.68M	Buy	83,827 +18,289	+28%	+$632K	0.32%	45
2022 Q2	$2.2M	Buy	+65,538	New	+$2.34M	0.25%	54

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Vicus Capital's DIVO Position: Q4 2023 in Review

Vicus Capital sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q4 2023, closing a stake of 94,464 shares — an estimated $3.28M sold.

Vicus Capital first reported a position in DIVO in Q2 2022 and held it in 6 quarters. The position peaked at $3.48M in Q4 2022. 245 funds tracked by Wall St. Rank hold DIVO as of Q4 2023.

Vicus Capital reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q4 2023 after selling out during the quarter.
Vicus Capital sold 94,464 Amplify CWP Enhanced Dividend Income ETF shares in Q4 2023, an estimated $3.28M.
Vicus Capital first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q2 2022 and held it in 6 quarters.
Vicus Capital's Amplify CWP Enhanced Dividend Income ETF position peaked at $3.48M in Q4 2022.
245 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2023.

Based on Vicus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.