Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / CWP GROWTH & INC
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Number of holders
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12
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Total 13F shares, excl. options
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303,524
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Shares change
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+200,860
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Total reported value, excl. options
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$8,377,133
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Value change
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+$5,640,168
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Number of buys
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10
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Number of sells
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2
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Price
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$27.60
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) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 303,524 shares of stock of the company.
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 table shows 12 institutional shareholders of the security as of 30 Jun 2025.
| 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.