Capasso Planning Partners LLC DIVO — AMPLIFY ETF TR

Ownership history in Capasso Planning Partners LLC  ·  6 quarters on record

AI Ownership Summary

Capasso Planning Partners LLC reported AMPLIFY ETF TR (DIVO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.8% in 2024 Q3. The latest visible filing shows DIVO at 0.28% 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 Capasso Planning Partners 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
2025 Q4

DIVO was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Capasso Planning Partners LLC fund profile Capasso Planning Partners LLC full holdings
How Capasso Planning Partners 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31.2% +2.0% ❌ 11,322 -5,135 -31.2% 0.28% $504K 2026-02-14 (Est.) $46.03
2025 Q3 REDUCED 24.3% +3.9% ❌ 16,457 -5,283 -24.3% 0.45% $733K 2025-11-12 $43.81
2025 Q2 REDUCED 25.5% +5.8% ❌ 21,740 -7,450 -25.5% 0.52% $925K 2025-08-06 $40.70
2025 Q1 REDUCED 18.7% +5.6% ❌ 29,190 -6,736 -18.7% 0.50% $1.2M 2025-04-24 $36.89
2024 Q4 REDUCED 43.4% +1.9% ❌ 35,926 -27,498 -43.4% 0.58% $1.5M 2025-02-10 $39.14
2024 Q3 INITIATED — — — 63,424 — — 0.80% $2.5M 2024-12-02 $39.12

🏢 Other funds also holding DIVO

As of 2026 Q1 — sorted by position size

Hibernia Wealth Partners, LLC 11.54% NBZ Investment Advisors LLC 10.35% CPC Advisors, LLC 3Y 8.91% Financial Designs Corp 3Y 7.51% Tower Wealth Partners, Inc. 3Y 6.19% Altus Wealth Group LLC 3Y 5.39% Carter Financial Group, INC. 4.99% Prota Financial, LLC 4.92% SIERRA OCEAN, LLC 4.71% Retirement Planning Group, LLC 3Y 7Y 4.42%

FAQ About Capasso Planning Partners 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 Capasso Planning Partners LLC reported owning DIVO?

Capasso Planning Partners LLC reported DIVO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DIVO position in Capasso Planning Partners LLC's portfolio?

The largest reported portfolio weight for DIVO was 0.80% in 2024 Q3.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2025 Q4, when Capasso Planning Partners LLC reported 11,322 shares, equal to 0.28% of portfolio, with an estimated market value of $504K.

What does the chart on this DIVO ownership page compare?

The chart compares Capasso Planning Partners 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 Capasso Planning Partners LLC time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, Capasso Planning Partners LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DIVO relative to SPY over the holding period was +2.2%.

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