Wiser Advisor Group LLC DIVO β€” AMPLIFY CWP

Ownership history in Wiser Advisor Group LLC  Β·  5 quarters on record

AI Ownership Summary

Wiser Advisor Group LLC reported AMPLIFY CWP (DIVO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.04% in 2025 Q2. The latest visible filing shows DIVO at 0.80% 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 Wiser Advisor Group LLC's position in AMPLIFY CWP, 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 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% 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
2025 Q1 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.

How Wiser Advisor Group LLC held DIVO β€” position size vs. price
% of Fund (quarterly)    DIVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 14,736 +413 +2.9% 0.80% $661K 2026-04-22 $45.68
2025 Q4 ADDED β€” β€” β€” 14,323 +144 +1.0% 0.73% $637K 2026-02-09 $46.60
2025 Q3 ADDED β€” β€” β€” 14,179 +139 +1.0% 0.79% $632K 2025-11-14 $43.23
2025 Q2 ADDED β€” β€” β€” 14,040 +1,134 +8.8% 1.04% $597K 2025-08-08 $40.74
2025 Q1 INITIATED β€” β€” β€” 12,906 β€” β€” 0.78% $526K 2025-05-14 $38.34

FAQ About Wiser Advisor Group 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 Wiser Advisor Group LLC reported owning DIVO?

Wiser Advisor Group LLC reported DIVO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DIVO position in Wiser Advisor Group LLC's portfolio?

The largest reported portfolio weight for DIVO was 1.04% in 2025 Q2.

What is the latest reported DIVO position on this page?

The most recent filing on this page is 2026 Q1, when Wiser Advisor Group LLC reported 14,736 shares, equal to 0.80% of portfolio, with an estimated market value of $661K.

What does the chart on this DIVO ownership page compare?

The chart compares Wiser Advisor Group 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 Wiser Advisor Group LLC time their DIVO position?

Based on 13F filing dates vs. subsequent DIVO price moves, Wiser Advisor Group LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on DIVO relative to SPY over the holding period was -2.9%.

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