Key stats
About Amplify CWP Enhanced Dividend Income ETF
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Inception date
Dec 14, 2016
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
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
Stocks91.28%
Finance24.64%
Technology Services16.56%
Retail Trade8.83%
Electronic Technology7.49%
Producer Manufacturing5.36%
Distribution Services4.52%
Consumer Services4.03%
Consumer Non-Durables3.87%
Health Services3.31%
Health Technology2.85%
Energy Minerals2.84%
Utilities2.31%
Non-Energy Minerals2.13%
Communications2.13%
Bonds, Cash & Other8.72%
Mutual fund5.91%
ETF3.07%
Cash0.19%
Rights & Warrants−0.44%
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