The Amplify CWP Enhanced Dividend Income ETF (DIVO) Exceeds $1 Billion in Assets
07 Fevereiro 2022 - 11:17AM
Amplify ETFs is pleased to announce the Amplify CWP Enhanced
Dividend Income ETF (NYSE: DIVO) has surpassed $1 billion in assets
under management. DIVO is an actively-managed ETF featuring
high-quality large-cap companies with a history of dividend growth
utilizing a tactical covered call strategy on individual stocks.
DIVO is strategically designed to offer high levels of total
return on a risk-adjusted basis. The fund is actively managed by
the ETF Sub-Adviser, Capital Wealth Planning, LLC (CWP).
“The growth in DIVO over the past 12 months illustrates its
track record for generating high-quality income, and is resonating
with advisors and investors looking to potentially boost income
while managing portfolio risk,” says Christian Magoon, CEO of
Amplify ETFs.
“We believe our active approach and focus on high-quality
dividend growers, coupled with tactical covered call writing, sets
DIVO apart from its peer group,” says Kevin Simpson, CIO and
Founder of Capital Wealth Planning.
DIVO’s current distribution rate is 4.70%, and the 30-day SEC
yield is 1.30% (as of 1/31/22). Distributions from the Fund are
made on a monthly basis. DIVO also has a 5-star Morningstar™ rating
based on risk-adjusted return among 65 funds in the Derivative
Income category (for the overall and 3-year periods), and among 41
funds for the 5-year period (as of 12/31/21).
Click here for DIVO’s prospectus. Also, please visit DIVO’s
website for more information.
About Amplify ETFsAmplify ETFs, sponsored by
Amplify Investments, has over $4.4 billion in assets across its
suite of ETFs (as of 12/31/2021). Amplify believes the ETF
structure empowers investors through efficiency, transparency and
flexibility. Amplify ETFs deliver expanded investment opportunities
for investors seeking growth, income, and risk-managed
strategies.
About Capital Wealth PlanningCWP is an SEC
registered fee-only investment advisory firm based in Naples,
Florida. Building and managing proprietary income-oriented
portfolios since 2005, the company has over $4 billion of assets
under management (as of 12/31/2021). The firm’s methodologies are
designed to enhance risk-adjusted returns and offer portfolio
protection while delivering monthly cash flow. CWP was ranked by
Financial Advisor Magazine in 2018, 2019 and 2021 as one of the top
50 fastest-growing RIAs in the country. Learn more at
https://capitalwealthplanning.com.
Sales Contact:Amplify
ETFs855-267-3837info@amplifyetfs.comorMedia Contact:Gregory FCA for
Amplify ETFsKerry Davis610-228-2098kerry@gregoryfca.com
DIVO
Performance |
|
|
|
|
|
|
|
|
Quarter End as of
12/31/2021 |
|
|
|
|
|
|
|
|
Cumulative (%) |
Annualized (%) |
|
1 Mo. |
3 Mo. |
6 Mo. |
YTD |
Since Inception |
1 Yr. |
3 Yr. |
5 Yr. |
Since Inception |
Fund NAV |
5.62% |
|
10.79% |
|
9.16% |
|
22.78% |
|
101.71% |
|
22.78% |
|
19.72% |
|
15.22% |
|
14.91% |
|
Closing Price |
5.77% |
|
10.70% |
|
9.16% |
|
22.93% |
|
101.91% |
|
22.93% |
|
19.96% |
|
15.20% |
|
14.93% |
|
S&P 500 TR Index |
4.48% |
|
11.03% |
|
11.67% |
|
28.71% |
|
130.22% |
|
28.71% |
|
26.07% |
|
18.47% |
|
17.96% |
|
Cboe S&P BuyWrite Index |
3.77% |
|
6.98% |
|
8.43% |
|
20.47% |
|
44.90% |
|
20.47% |
|
10.66% |
|
7.84% |
|
7.62% |
|
Fund Inception Date: 12/14/2016The performance data
quoted represents past performance. Past performance does not
guarantee future results. The investment return and principal value
of an investment will fluctuate so that an investor's shares, when
sold or redeemed, may be worth more or less than their original
cost and current performance may be lower or higher than the
performance quoted. Short-term performance, in particular, is not a
good indication of the fund’s future performance, and an investment
should not be made based solely on returns. For performance data
current to the most recent month-end please visit
DIVO’s website or call 855-267-3837.
Brokerage commissions will reduce returns. The Fund’s gross expense
ratio is 0.55%. Distributions have included a return of capital.
Please click here for more
information.The Fund’s investment objective and strategy
differs substantially from the market indices, which are included
for comparison purposes only.The Standard & Poor’s (S&P)
500 Total Return Index is an unmanaged,
market-capitalization-weighted index of the 500 largest U.S.
publicly traded companies by market value, and assumes
distributions are reinvested back into the index. The Cboe BuyWrite
Index (BXM) is a benchmark index designed to track the performance
of a hypothetical buy-write strategy on the S&P 500 Index. A
“buy-write” strategy is generally one in which an investor buys a
stock (or basket of stocks), and also writes covered calls that
correspond to those holdings.
DIVO differs substantially from the S&P 500 and BXM indexes,
which are used for comparison purposes as widely recognized measure
of U.S. stock market performance. While the returns of DIVO have
exhibited positive (but varying) correlation to the indexes over
time, DIVO may invest in different stocks and in different
proportions than in the S&P 500 and BXM Indexes. It is not
possible to invest directly in an index.
A covered call refers to a financial transaction in which the
investor selling call options owns an equivalent amount of the
underlying security.
Carefully consider the Funds’ investment objectives,
risk factors, charges and expenses before investing. This and
additional information can be found in the Funds’ statutory and
summary prospectus, which may be obtained by calling 855-267-3837
or by visiting AmplifyETFs.com.
Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of
principal. Shares of any ETF are bought and sold at market price
(not NAV), may trade at a discount or premium to NAV and are not
individually redeemed from the Fund. Covered call risk is the risk
that the Fund will forgo, during the option's life, the opportunity
to profit from increases in the market value of the security
covering the call option above the sum of the premium and the
strike price of the call, but has retained the risk of loss should
the price of the underlying security decline. For additional risk
disclosure, please visit the DIVO website here.
© 2021 Morningstar, Inc. All rights reserved. The information
contained herein: (1) is proprietary to Morningstar and/or its
content providers; (2) may not be copied or distributed; and (3) is
not warranted to be accurate, complete, or timely. Neither
Morningstar nor its content providers are responsible for any
damages or losses arising from any use of this information. Past
performance is no guarantee of future results.The Morningstar
Rating™ for funds, or “star rating”, is calculated for managed
products (including mutual funds, variable annuity and variable
life subaccounts, ETFs, closed-end funds, and separate accounts)
with at least a three-year history. ETFs and open-ended mutual
funds are considered a single population for comparative purposes.
It is calculated based on a Morningstar Risk-Adjusted Return
measure that accounts for variation in a managed product’s monthly
excess performance, placing more emphasis on downward variations
and rewarding consistent performance. The Morningstar Rating does
not include any adjustment for sales loads. The Amplify CWP
Enhanced Dividend Income ETF (DIVO) received 5 stars among 65 funds
in the Derivative Income category for the overall and three-year
periods, and among 41 funds for the 5-year period (as of
12/31/2021).
Distribution Rate is the annual yield an
investor would receive if the most recent distribution remained the
same going forward. The yield represents a single distribution from
the fund and does not represent total return to the fund. The
distribution yield is calculated by annualizing the most recent
distribution – from both dividend and option income – and dividing
it by the most recent NAV. Distributions have included a return of
capital. Please click here for more information.
30-Day SEC Yield is a standard yield
calculation developed by the Securities and Exchange Commission
that allows for fairer comparisons among bond funds. It is based on
the most recent month end. This figure reflects the income earned
from dividends – excluding option income – during the period after
deducting the Fund’s expenses for the period.Amplify Investments
LLC is the Investment Adviser to the Fund, and Capital Wealth
Planning and Penserra Capital Management serve as the Investment
Sub-Advisers.Amplify ETFs are distributed by Foreside Fund
Services, LLC.
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