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Worth Asset Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Worth Asset 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
2022
Q3 		– Sell
-2,430
Closed -$83.9K – 479
2022
Q2 		$81K Hold
2,430
– – 0.06% 151
2022
Q1 		$84K Buy
+2,430
New +$89.9K 0.05% 150

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Worth Asset Management's DIVO Position: Q3 2022 in Review

Worth Asset Management sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q3 2022, closing a stake of 2,430 shares — an estimated $83.9K sold.

Worth Asset Management first reported a position in DIVO in Q1 2022 and held it in 2 quarters. The position peaked at $84K in Q1 2022. 168 funds tracked by Wall St. Rank hold DIVO as of Q3 2022.

  • Worth Asset Management reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 2,430 Amplify CWP Enhanced Dividend Income ETF shares in Q3 2022, an estimated $83.9K.
  • Worth Asset Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's Amplify CWP Enhanced Dividend Income ETF position peaked at $84K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.