ATWOOD & PALMER INC DIVO — AMPLIFY ETF TR

Ownership history in ATWOOD & PALMER INC  ·  8 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported AMPLIFY ETF TR (DIVO) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows DIVO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DIVO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIVO stock page ATWOOD & PALMER INC fund profile ATWOOD & PALMER INC full holdings
How ATWOOD & PALMER INC held DIVO — position size vs. price
% of Fund (quarterly)    DIVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,130 — 0% 0.01% $99K 2026-10-08 $47.13
2026 Q2 UNCHANGED — — — 2,130 — 0% 0.01% $97K 2026-07-08 $45.65
2026 Q1 UNCHANGED — — — 2,130 — 0% 0.01% $96K 2026-04-15 $44.65
2025 Q4 UNCHANGED — — — 2,130 — 0% 0.01% $95K 2026-01-28 $44.01
2025 Q3 UNCHANGED — — — 2,130 — 0% 0.01% $95K 2025-10-15 $41.44
2025 Q2 UNCHANGED — — — 2,130 — 0% 0.01% $91K 2025-07-08 $39.45
2025 Q1 UNCHANGED — — — 2,130 — 0% 0.01% $87K 2025-04-15 $36.26
2024 Q4 INITIATED — — — 2,130 — — 0.01% $86K 2025-01-16 $37.29

🏢 Other funds also holding DIVO

As of 2026 Q3 — sorted by position size

Financial Designs Corp 3Y 7.4% RiverTree Advisors, LLC 3Y 4.25% Prota Financial, LLC 4.01% Roan Capital Partners 3.35% Baron Financial Group, LLC 3Y 2.45% Investors Research Corp 3Y 7Y 1.72% Ulrich Consultants & Investment Group, LLC 1.63% Williams & Novak Wealth Management, LLC 0.67% BOS Asset Management, LLC 3Y 0.32% Stegent Equity Advisors, Inc. 3Y 0.24%

FAQ About ATWOOD & PALMER INC and DIVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning DIVO?

ATWOOD & PALMER INC reported DIVO across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported DIVO position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for DIVO was 0.01% in 2025 Q1.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2026 Q3, when ATWOOD & PALMER INC reported 2,130 shares, equal to 0.01% of portfolio, with an estimated market value of $99K.

What does the chart on this DIVO ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly DIVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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