Vantage Financial Partners, LLC DIVO — AMPLIFY ETF TR CWP ENHANCED DI

Ownership history in Vantage Financial Partners, LLC  ·  14 quarters on record

AI Ownership Summary

Vantage Financial Partners, LLC reported AMPLIFY ETF TR CWP ENHANCED DI (DIVO) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.26% in 2025 Q2. The latest visible filing shows DIVO at 4.02% 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 Vantage Financial Partners, LLC's position in AMPLIFY ETF TR CWP ENHANCED DI, 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 4.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% in 2025 Q2

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.

DIVO stock page Vantage Financial Partners, LLC fund profile Vantage Financial Partners, LLC full holdings
How Vantage Financial Partners, 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)
2025 Q4 ADDED — — — 445,138 +5,132 +1.2% 4.02% $19.8M 2026-02-14 (Est.) $46.22
2025 Q3 ADDED — — — 440,006 +5,695 +1.3% 4.13% $19.6M 2025-11-05 $43.13
2025 Q2 ADDED — — — 434,311 +16,207 +3.9% 4.26% $18.5M 2025-08-06 $40.86
2025 Q1 ADDED — — — 418,104 +3,048 +0.7% 4.24% $17.0M 2025-05-07 $37.95
2024 Q4 ADDED — — — 415,056 +17,819 +4.5% 4.20% $16.8M 2025-02-06 $39.49
2024 Q3 ADDED — — — 397,237 +73,046 +22.5% 4.06% $16.4M 2024-11-08 $38.50
2024 Q2 ADDED — — — 324,191 +7,406 +2.3% 3.26% $12.5M 2024-08-07 $34.56
2024 Q1 ADDED — — — 316,785 +8,608 +2.8% 3.31% $12.3M 2024-05-02 $33.76
2023 Q4 REDUCED — — — 308,177 -12,100 -3.8% 3.31% $11.3M 2024-02-05 $32.98
5 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% Prota Financial, LLC 4.92% RiverTree Advisors, LLC 3Y 4.19% OakTrust Wealth Advisors, LLC 3.89% Northwest Financial Advisors 3.81% Clear Trail Advisors, LLC 2.98% Phoenix Wealth Advisors 3Y 2.98% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 2.93% Marshall Financial Group, LLC 3Y 2.78%

FAQ About Vantage Financial Partners, 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 Vantage Financial Partners, LLC reported owning DIVO?

Vantage Financial Partners, LLC reported DIVO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIVO position in Vantage Financial Partners, LLC's portfolio?

The largest reported portfolio weight for DIVO was 4.26% in 2025 Q2.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2025 Q4, when Vantage Financial Partners, LLC reported 445,138 shares, equal to 4.02% of portfolio, with an estimated market value of $19.8M.

What does the chart on this DIVO ownership page compare?

The chart compares Vantage Financial Partners, 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 Vantage Financial Partners, LLC time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, Vantage Financial Partners, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on DIVO relative to SPY over the holding period was -5.8%.

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