Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 374,681 | +48,361 | +14.8% | 4.79% | $16.7M | $44.14 |
| 2025 Q3 | ADDED | 326,320 | +24,606 | +8.2% | 4.23% | $14.5M | $42.92 |
| 2025 Q2 | ADDED | 301,714 | +158,405 | +110.5% | 4.00% | $12.8M | $40.49 |
| 2025 Q1 | ADDED | 143,309 | +1,663 | +1.2% | 1.95% | $5.8M | $38.33 |
| 2024 Q4 | ADDED | 141,646 | +3,380 | +2.4% | 1.91% | $5.7M | $37.60 |
| 2024 Q3 | REDUCED | 138,266 | -1,918 | -1.4% | 1.90% | $5.7M | $37.80 |
| 2024 Q2 | REDUCED | 140,184 | -5,107 | -3.5% | 1.95% | $5.4M | $35.10 |
| 2024 Q1 | REDUCED | 145,291 | -4,505 | -3.0% | 2.03% | $5.6M | $34.83 |
| 2023 Q4 | ADDED | 149,796 | +3,860 | +2.6% | 2.12% | $5.5M | $32.35 |
| 2023 Q3 | REDUCED | 145,936 | -2,559 | -1.7% | 2.18% | $5.1M | $30.37 |
As of 2025 Q4 — sorted by position size