DIVO β€” AMPLIFY ETF TR

Ownership history in Financial Designs Corp  Β·  9 quarters on record

AI Ownership Summary

Financial Designs Corp reported AMPLIFY ETF TR (DIVO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.01% in 2023 Q4. The latest visible filing shows DIVO at 7.63% 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 Financial Designs Corp'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 7.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Financial Designs Corp held DIVO β€” position size vs. price
% of Fund (quarterly)    DIVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 302,840 +12,906 +4.5% 7.63% $13.5M 2026-02-14 (Est.) $46.40
2025 Q3 ADDED 289,934 +26 +0.0% 7.54% $13.0M 2025-11-10 $43.66
2025 Q2 ADDED 289,908 +41 +0.0% 7.56% $12.3M 2025-07-17 $40.71
2025 Q1 REDUCED 289,867 -715 -0.2% 8.23% $11.8M 2025-04-14 $37.34
2024 Q4 REDUCED 290,582 -8,281 -2.8% 7.75% $11.8M 2025-01-21 $38.81
2024 Q3 ADDED 298,863 +2,393 +0.8% 7.94% $12.3M 2024-10-18 $38.38
2024 Q2 REDUCED 296,470 -5,906 -2.0% 7.89% $11.5M 2024-07-15 $35.94
2024 Q1 ADDED 302,376 +893 +0.3% 7.75% $11.8M 2024-04-12 $33.93
2023 Q4 INITIATED 301,483 β€” β€” 9.01% $11.0M 2024-01-19 $32.55

FAQ About Financial Designs Corp and DIVO

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

How long has Financial Designs Corp reported owning DIVO?

Financial Designs Corp reported DIVO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIVO position in Financial Designs Corp's portfolio?

The largest reported portfolio weight for DIVO was 9.01% in 2023 Q4.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2025 Q4, when Financial Designs Corp reported 302,840 shares, equal to 7.63% of portfolio, with an estimated market value of $13.5M.

What does the chart on this DIVO ownership page compare?

The chart compares Financial Designs Corp'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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