DIVO β€” AMPLIFY ETF TR

Ownership history in MGB Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

MGB Wealth Management, LLC reported AMPLIFY ETF TR (DIVO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.19% in 2024 Q1. The latest visible filing shows DIVO at 0.93% 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 MGB Wealth Management, 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 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2024 Q1

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 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 MGB Wealth Management, LLC held DIVO β€” position size vs. price
% of Fund (quarterly)    DIVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 73,192 +1,221 +1.7% 0.93% $3.3M 2026-02-14 (Est.) $46.22
2025 Q3 REDUCED 71,971 -4,884 -6.4% 0.91% $3.2M 2025-11-12 $43.99
2025 Q2 REDUCED 76,855 -1,072 -1.4% 1.08% $3.3M 2025-08-14 $41.23
2025 Q1 ADDED 77,927 +2,516 +3.3% 1.15% $3.2M 2025-05-09 $38.08
2024 Q4 ADDED 75,411 +166 +0.2% 0.95% $3.1M 2025-01-29 $39.16
2024 Q3 ADDED 75,245 +18 +0.0% 1.12% $3.1M 2024-11-12 $38.33
2024 Q2 REDUCED 75,227 -96 -0.1% 1.11% $3.0M 2024-08-12 $35.10
2024 Q1 INITIATED 75,323 β€” β€” 1.19% $2.9M 2024-05-06 $34.27

FAQ About MGB Wealth Management, 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 MGB Wealth Management, LLC reported owning DIVO?

MGB Wealth Management, LLC reported DIVO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for DIVO was 1.19% in 2024 Q1.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2025 Q4, when MGB Wealth Management, LLC reported 73,192 shares, equal to 0.93% of portfolio, with an estimated market value of $3.3M.

What does the chart on this DIVO ownership page compare?

The chart compares MGB Wealth Management, 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.

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