Sage Advisory Services, Ltd.Co. DIVO — AMPLIFY ETF TR

Ownership history in Sage Advisory Services, Ltd.Co.  ·  6 quarters on record

AI Ownership Summary

Sage Advisory Services, Ltd.Co. reported AMPLIFY ETF TR (DIVO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows DIVO at 0.13% 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 Sage Advisory Services, Ltd.Co.'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

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

Time in book
Holding Window
2024 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 Sage Advisory Services, Ltd.Co. fund profile Sage Advisory Services, Ltd.Co. full holdings
How Sage Advisory Services, Ltd.Co. 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)
2026 Q1 REDUCED — — — 5,135 -67 -1.3% 0.13% $230K 2026-05-07 $45.46
2025 Q4 REDUCED — — — 5,202 -133 -2.5% 0.13% $231K 2026-01-28 $44.90
2025 Q3 REDUCED — — — 5,335 -75 -1.4% 0.12% $238K 2025-11-06 $42.91
2025 Q2 ADDED — — — 5,410 +169 +3.2% 0.13% $230K 2025-08-06 $40.70
2025 Q1 REDUCED — — — 5,241 -10 -0.2% 0.13% $214K 2025-05-06 $37.74
2024 Q4 INITIATED — — — 5,251 — — 0.13% $213K 2025-02-05 $39.44

🏢 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 Sage Advisory Services, Ltd.Co. and DIVO

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

How long has Sage Advisory Services, Ltd.Co. reported owning DIVO?

Sage Advisory Services, Ltd.Co. reported DIVO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DIVO position in Sage Advisory Services, Ltd.Co.'s portfolio?

The largest reported portfolio weight for DIVO was 0.13% in 2024 Q4.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2026 Q1, when Sage Advisory Services, Ltd.Co. reported 5,135 shares, equal to 0.13% of portfolio, with an estimated market value of $230K.

What does the chart on this DIVO ownership page compare?

The chart compares Sage Advisory Services, Ltd.Co.'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 Sage Advisory Services, Ltd.Co. time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, Sage Advisory Services, Ltd.Co. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DIVO relative to SPY over the holding period was -5.0%.

← Back to Sage Advisory Services, Ltd.Co. Holdings