MBL Wealth, LLC DIVO — AMPLIFY ETF TR

Ownership history in MBL Wealth, LLC  ·  16 quarters on record

AI Ownership Summary

MBL Wealth, LLC reported AMPLIFY ETF TR (DIVO) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.76% in 2023 Q4. The latest visible filing shows DIVO at 3.33% 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 MBL Wealth, 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 Q1

DIVO was reported at 3.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.76% 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 2026 Q1

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 MBL Wealth, LLC fund profile MBL Wealth, LLC full holdings
How MBL Wealth, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 981,793 +40,241 +4.3% 3.33% $44.0M 2026-04-28 $45.24
2025 Q4 ADDED — — — 941,552 +24,273 +2.6% 3.36% $41.9M 2026-01-21 $44.65
2025 Q3 ADDED — — — 917,279 +19,524 +2.2% 3.57% $40.9M 2025-10-16 $41.91
2025 Q2 ADDED — — — 897,755 +42,257 +4.9% 3.65% $38.2M 2025-07-22 $40.58
2025 Q1 ADDED — — — 855,498 +43,745 +5.4% 3.48% $34.6M 2025-05-21 $38.47
2024 Q4 REDUCED — — — 811,753 -515 -0.1% 3.60% $33.4M 2025-01-08 $37.46
2024 Q2 ADDED — — — 812,268 +28,895 +3.7% 3.51% $31.4M 2024-07-19 $35.78
2024 Q1 REDUCED — — — 783,373 -39,956 -4.9% 3.46% $30.5M 2024-04-22 $33.85
2023 Q4 ADDED — — — 823,329 +24,176 +3.0% 3.76% $30.1M 2024-01-18 $32.02
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIVO

As of 2026 Q1 — sorted by position size

CPC Advisors, LLC 3Y 8.91% Financial Designs Corp 3Y 7.51% Altus Wealth Group LLC 3Y 5.39% Carter Financial Group, INC. 4.99% Prota Financial, LLC 4.92% SIERRA OCEAN, LLC 4.71% RiverTree Advisors, LLC 3Y 4.19% OakTrust Wealth Advisors, LLC 3.89% Northwest Financial Advisors 3.81% Clear Trail Advisors, LLC 2.98%

FAQ About MBL Wealth, 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 MBL Wealth, LLC reported owning DIVO?

MBL Wealth, LLC reported DIVO across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIVO position in MBL Wealth, LLC's portfolio?

The largest reported portfolio weight for DIVO was 3.76% in 2023 Q4.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2026 Q1, when MBL Wealth, LLC reported 981,793 shares, equal to 3.33% of portfolio, with an estimated market value of $44.0M.

What does the chart on this DIVO ownership page compare?

The chart compares MBL Wealth, 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 MBL Wealth, LLC time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, MBL Wealth, LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on DIVO relative to SPY over the holding period was -4.3%.

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