Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CWP GROWTH & INC
-
Total 13F shares
-
303,524
-
Share change
-
+200,860
-
Total reported value
-
$8,377,133
-
Price per share
-
$27.60
-
Number of holders
-
12
-
Value change
-
+$5,640,168
-
Number of buys
-
10
-
Number of sells
-
2
Institutional Holders of AMPLIFY ETF TR - CWP GROWTH & INC (QDVO) as of Q2 2025
As of 30 Jun 2025,
AMPLIFY ETF TR - CWP GROWTH & INC (QDVO) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
303,524 shares.
The largest 10 holders included
Visionary Wealth Advisors, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, BANK OF MONTREAL /CAN/, OLD MISSION CAPITAL LLC, Onyx Bridge Wealth Group LLC, Janney Montgomery Scott LLC, Capital Wealth Planning, LLC, Steward Partners Investment Advisory, LLC, and AE Wealth Management LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.