BlueChip Wealth Advisors LLC DIVO AMPLIFY ETF TR

Ownership history in BlueChip Wealth Advisors LLC  ·  11 quarters on record

AI Ownership Summary

BlueChip Wealth Advisors LLC reported AMPLIFY ETF TR (DIVO) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.08% in 2025 Q3. The latest visible filing shows DIVO at 0.94% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueChip Wealth Advisors LLC'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 Q2

DIVO was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How BlueChip Wealth Advisors LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 54,329 -148 -0.3% 0.94% $2.5M 2026-07-30 $46.90
2026 Q1 REDUCED 49.8% +2.9% 54,477 -54,052 -49.8% 1.07% $2.4M 2026-05-05 $44.87
2025 Q4 REDUCED 108,529 -964 -0.9% 2.03% $4.8M 2026-02-05 $45.19
2025 Q3 ADDED 109,493 +3,478 +3.3% 2.08% $4.9M 2025-11-06 $42.39
2025 Q2 ADDED 106,015 +4,423 +4.4% 2.01% $4.5M 2025-07-30 $40.07
2025 Q1 ADDED 101,592 +15,198 +17.6% 2.03% $4.1M 2025-05-06 $37.29
2024 Q4 ADDED 86,394 +4,144 +5.0% 1.94% $3.5M 2025-02-12 $38.75
2024 Q3 REDUCED 82,250 -1,952 -2.3% 1.77% $3.4M 2024-11-14 $37.62
2024 Q2 ADDED 84,202 +5,241 +6.6% 1.92% $3.3M 2024-08-12 $34.54
2024 Q1 ADDED 78,961 +50,347 +176.0% 1.98% $3.1M 2024-04-30 $33.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BlueChip Wealth Advisors LLC and DIVO

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

How long has BlueChip Wealth Advisors LLC reported owning DIVO?

BlueChip Wealth Advisors LLC reported DIVO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DIVO position in BlueChip Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for DIVO was 2.08% in 2025 Q3.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2026 Q2, when BlueChip Wealth Advisors LLC reported 54,329 shares, equal to 0.94% of portfolio, with an estimated market value of $2.5M.

What does the chart on this DIVO ownership page compare?

The chart compares BlueChip Wealth Advisors LLC'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.

How well did BlueChip Wealth Advisors LLC time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, BlueChip Wealth Advisors LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on DIVO relative to SPY over the holding period was -2.6%.

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