Visionary Wealth Advisors’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Visionary Wealth Advisors’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 Q1	$4.53M	Buy	169,965 +56,922	+50%	+$1.61M	0.2%	123
2025 Q4	$3.28M	Buy	113,043 +15,521	+16%	+$455K	0.15%	153
2025 Q3	$2.83M	Buy	97,522 +15,130	+18%	+$431K	0.13%	158
2025 Q2	$2.27M	Buy	82,392 +22,736	+38%	+$581K	0.12%	178
2025 Q1	$1.47M	Buy	59,656 +21,382	+56%	+$565K	0.09%	210
2024 Q4	$1.03M	Buy	+38,274	New	+$1.02M	0.06%	248

Other funds holding QDVO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Visionary Wealth Advisors's QDVO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Amplify CWP Growth & Income ETF (QDVO) stake by 50% in Q1 2026, buying an estimated $1.61M and bringing the position to 169,965 shares worth $4.53M. The position accounts for 0.2% of the portfolio, ranked #123.

Visionary Wealth Advisors first reported a position in QDVO in Q4 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

Visionary Wealth Advisors held 169,965 shares of Amplify CWP Growth & Income ETF worth $4.53M as of Q1 2026.
Visionary Wealth Advisors bought 56,922 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $1.61M.
Amplify CWP Growth & Income ETF made up 0.2% of Visionary Wealth Advisors's portfolio in Q1 2026, its #123 holding.
Visionary Wealth Advisors first reported a position in Amplify CWP Growth & Income ETF in Q4 2024 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.