Public ownership evidence

Amplify CWP Growth & Income ETF (QDVO) Ownership Disclosures

Read QDVO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Amplify CWP Growth & Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Capital Wealth Planning, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
11,995
Value (USD)
$357,933
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read QDVO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read QDVO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Capital Wealth Planning, LLC2026-06-302026-08-1511,995$357,933None
OSAIC HOLDINGS, INC.2026-06-302026-08-1574,424$2,220,819None
OSAIC HOLDINGS, INC.2026-06-302026-08-15117,172$3,496,476None
JANE STREET GROUP, LLC2026-06-302026-08-1522,194$662,269None
OLD MISSION CAPITAL LLC2026-06-302026-08-1511,858$353,842None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15514$14,978None
ROYAL BANK OF CANADA2026-06-302026-08-15393,794$11,751,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,200$214,848Put
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1532,873$980,931None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,282,852$38,280,317None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,111,293$33,160,980None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154$119None
Visionary Wealth Advisors2026-06-302026-08-14205,799$6,141,043None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1443,189$1,288,764None
UBS Group AG2026-06-302026-08-1486$2,566None
UBS Group AG2026-06-302026-08-1423,831$711,117None
PURSUIT WEALTH STRATEGIES, LLC2026-06-302026-08-141,009$30,109None
Hilltop Holdings Inc.2026-06-302026-08-149,085$271,085None
MORGAN STANLEY2026-06-302026-08-143$96None
SIMPLEX TRADING, LLC2026-06-302026-08-13261$7,788None
NewEdge Advisors, LLC2026-06-302026-08-1312,667$377,995None
BANK OF MONTREAL /CAN/2026-06-302026-08-13193,434$5,772,071None
BANK OF MONTREAL /CAN/2026-06-302026-08-1332$955None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13425$12,682None
STIFEL FINANCIAL CORP2026-06-302026-08-1332,189$960,547None
JPMORGAN CHASE & CO2026-06-302026-08-13422$12,449None
JPMORGAN CHASE & CO2026-06-302026-08-1341,095$1,212,303None
Keating Financial Advisory Services, Inc.2026-06-302026-08-1210,070$300,489None
Stratos Wealth Partners, LTD.2026-06-302026-08-1232,954$983,361None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-12792$22,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,500$44,760None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1123,715$707,657None
Sigma Planning Corp2026-06-302026-08-0835,514$1,059,742None
LPL Financial LLC2026-06-302026-08-08372,933$11,128,334None
Global Retirement Partners, LLC2026-06-302026-08-073,771$112,541None
HBK Sorce Advisory LLC2026-06-302026-08-0710,115$302,333None
Souders Financial Advisors2026-06-302026-08-0625,295$754,809None
Janney Montgomery Scott LLC2026-06-302026-08-0648,574$1,449,000None
SAGESPRING WEALTH PARTNERS, LLC2026-06-302026-08-0494,839$2,829,998None
AE Wealth Management LLC2026-06-302026-08-04300$8,952None
MTM Investment Management, LLC2026-06-302026-08-041,700$50,728None
CAP Partners, LLC2026-06-302026-07-3137,553$1,120,588None
NWF Advisory Services Inc.2026-06-302026-07-3012,000$358,080None
Institute for Wealth Management, LLC.2026-06-302026-07-291,138$33,950None
Latitude Advisors, LLC2026-06-302026-07-2912,597$375,900None
Cassady Wealth & Retirement Planning, LLC2026-06-302026-07-2857,312$1,710,188None
Private Advisor Group, LLC2026-06-302026-07-2820,536$612,795None
Avidian Wealth Enterprises, LLC2026-06-302026-07-256,870$205,001None
Onyx Bridge Wealth Group LLC2026-06-302026-07-2410,173$303,562None
TSFG, LLC2026-06-302026-07-24981$29,000None

90-day public filing window, up to 50 source positions.

Capital Wealth Planning, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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