WealthSource Partners’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

WealthSource Partners’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 Q3	–	Sell	-8,392	Closed	-$302K	–	496
2023 Q2	$302K	Sell	8,392 -9,077	-52%	-$322K	0.02%	410
2023 Q1	$620K	Buy	17,469 +553	+3%	+$19.6K	0.04%	264
2022 Q4	$607K	Buy	16,916 +5,366	+46%	+$189K	0.04%	271
2022 Q3	$370K	Buy	11,550 +2,204	+24%	+$76.1K	0.03%	353
2022 Q2	$314K	Buy	9,346 +745	+9%	+$26.5K	0.02%	392
2022 Q1	$322K	Buy	8,601 +1,365	+19%	+$50.5K	0.02%	433
2021 Q4	$276K	Buy	+7,236	New	+$268K	0.02%	455

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 $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthSource Partners's DIVO Position: Q3 2023 in Review

WealthSource Partners sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2023, closing a stake of 8,392 shares — an estimated $302K sold.

WealthSource Partners first reported a position in DIVO in Q4 2021 and held it in 7 quarters. The position peaked at $620K in Q1 2023. 211 funds tracked by Wall St. Rank hold DIVO as of Q3 2023.

WealthSource Partners reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2023 after selling out during the quarter.
WealthSource Partners sold 8,392 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2023, an estimated $302K.
WealthSource Partners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2021 and held it in 7 quarters.
WealthSource Partners's Amplify CWP Enhanced Dividend Income ETF position peaked at $620K in Q1 2023.
211 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.