Morningstar

Amplify CWP Enhanced Dividend Income ETF DIVO

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis DIVO

Will DIVO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DIVO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DIVO’s parent organization’s priorities and whether they’re in line with investors’ interests.

An active approach to covered calls.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Amplify CWP Enhanced Dividend Income ETF takes a unique approach to covered calls, but overreliance on manager skill and limitations of its approach call into question its ability to maintain a long-term edge.

by Zachary Evens
Rated on Published on

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Portfolio Holdings DIVO

More DIVO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.93 476M
Technology

Visa Inc Class A

5.61 450M
Financial Services

Amgen Inc

5.43 436M
Healthcare

Apple Inc

5.32 427M
Technology

Invesco Shrt-Trm Inv Gov&Agcy Instl

5.31 427M
Cash and Equivalents

JPMorgan Chase & Co

4.85 390M
Financial Services

The Goldman Sachs Group Inc

4.83 388M
Financial Services

Caterpillar Inc

4.72 380M
Industrials

Chevron Corp

4.44 357M
Energy

Amplify Samsung SOFR ETF

4.14 333M
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