WR Wealth Planners’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

WR Wealth Planners’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
2024 Q4	$54	Hold	1	–	–	﹤0.01%	1087
2024 Q3	$55	Sell	1 -156	-99%	-$6.2K	﹤0.01%	1123
2024 Q2	$6.06K	Sell	157 -9,475	-98%	-$364K	﹤0.01%	685
2024 Q1	$374K	Sell	9,632 -212,556	-96%	-$7.97M	0.12%	115
2023 Q4	$8.12M	Buy	222,188 +893	+0.4%	+$31.4K	3.02%	7
2023 Q3	$7.69M	Sell	221,295 -4,118	-2%	-$148K	2.93%	7
2023 Q2	$8.11M	Buy	225,413 +16,153	+8%	+$574K	3.14%	6
2023 Q1	$7.42M	Buy	209,260 +20,073	+11%	+$712K	3.21%	5
2022 Q4	$6.78M	Buy	189,187 +5,242	+3%	+$185K	4.18%	4
2022 Q3	$5.89M	Sell	183,945 -925	-0.5%	-$31.9K	4.14%	6
2022 Q2	$6.2M	Buy	184,870 +25,799	+16%	+$919K	4.09%	6
2022 Q1	$5.96M	Buy	+159,071	New	+$5.89M	3.55%	7

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

WR Wealth Planners's DIVO Position: Q4 2024 in Review

WR Wealth Planners held its Amplify CWP Enhanced Dividend Income ETF (DIVO) position steady in Q4 2024 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

WR Wealth Planners first reported a position in DIVO in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.12M in Q4 2023. 286 funds tracked by Wall St. Rank hold DIVO as of Q4 2024.

WR Wealth Planners held 1 share of Amplify CWP Enhanced Dividend Income ETF worth $54 as of Q4 2024.
WR Wealth Planners left its Amplify CWP Enhanced Dividend Income ETF share count unchanged in Q4 2024.
Amplify CWP Enhanced Dividend Income ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1087 holding.
WR Wealth Planners first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Amplify CWP Enhanced Dividend Income ETF position peaked at $8.12M in Q4 2023.
286 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.