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Welch Financial Planning’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Welch Financial Planning’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
2026
Q2 		$2.44M Sell
53,408
-25,483
-32% -$1.17M 1.42% 17
2026
Q1 		$3.54M Buy
78,891
+2,646
+3% +$121K 2.54% 12
2025
Q4 		$3.39M Buy
+76,245
New +$3.43M 2.47% 13

Other funds holding DIVO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Welch Financial Planning's DIVO Position: Q2 2026 in Review

Welch Financial Planning reduced its Amplify CWP Enhanced Dividend Income ETF (DIVO) stake by 32% in Q2 2026, selling an estimated $1.17M and leaving 53,408 shares worth $2.44M. The position accounts for 1.42% of the portfolio, ranked #17.

Welch Financial Planning first reported a position in DIVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.54M in Q1 2026. 227 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

  • Welch Financial Planning held 53,408 shares of Amplify CWP Enhanced Dividend Income ETF worth $2.44M as of Q2 2026.
  • Welch Financial Planning sold 25,483 Amplify CWP Enhanced Dividend Income ETF shares in Q2 2026, an estimated $1.17M.
  • Amplify CWP Enhanced Dividend Income ETF made up 1.42% of Welch Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Welch Financial Planning first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Amplify CWP Enhanced Dividend Income ETF position peaked at $3.54M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.