Key stats
About Amplify CWP Enhanced Dividend Income ETF
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Inception date
Dec 14, 2016
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Amplify Investments LLC
Distributor
Foreside Fund Services LLC
DIVO utilizes an actively-managed, income-focused strategy. The fund aims to generate 4-7% annual gross income from two sources: dividends and option premiums. The fund manager selects approximately 20-25 potential outperforming dividend paying stocks from various major sectors in the S&P 500 Index. Then, the manager tactically writes short-term call options on those stocks to generate additional income. The buy-write strategy provides some downside protection but also foregoes some upside potential. DIVO may be of consideration for investors who are looking for yields and are comfortable with foregoing some upside potential.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Stocks86.19%
Finance15.11%
Technology Services13.33%
Electronic Technology10.14%
Retail Trade9.12%
Health Technology6.02%
Health Services5.69%
Producer Manufacturing5.44%
Commercial Services4.84%
Consumer Non-Durables3.80%
Non-Energy Minerals3.05%
Communications2.88%
Energy Minerals2.63%
Utilities2.03%
Consumer Services1.99%
Bonds, Cash & Other13.81%
Cash6.59%
ETF4.81%
Mutual fund2.53%
Rights & Warrants−0.13%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history