Amplify ETFs

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08/07/2023

DIVO July 2023 Recap

RECAP Amplify CWP Enhanced Dividend Income ETF (DIVO) received a 5-star Morningstar RatingTM for the overall period based on risk-adjusted return among 82 funds in the Derivative Income category (as of 07/31/23). DIVO returned 2.78% on a net asset value (NAV) compared to its benchmarks, the S&P 500 TR Index at 3.21% and the CBOE S&P 500, BuyWrite Index at 1.43% for the month ending July 31, 2023. The energy sector (10.94%) contributed most significantly to DIVO's return for the month of July 2023, followed by financials (17.32%) and industrials (11.77%). Communication services (1.90%) and health care (15.77%) contributed the least to DIVO's return during the period, respectively. Positions that contributed most significantly included Goldman Sachs Group Inc. (4.84%), JP Morgan Chase & Co. (4.99%), and Schlumberger Ltd. (2.29%). Positions that detracted most significantly included Merck & Co. Inc. (4.37%), Verizon Communications Inc. (1.66%), and McDonalds Corp. (4.98%), respectively. The portfolio held 10 covered calls at the end of July 2023: Apple Inc., Deere & Co., Duke Energy Crop., Goldman Sachs Group Inc., Home Depot Inc., Lockheed Martin Corp., Marathon Pete Corp., Starbucks Corp., UnitedHealth Group Inc., and United Parcel Service Inc.
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08/07/2023

NDIV July 2023 Recap

RECAP Amplify Natural Resources Dividend Income ETF (NDIV) seeks investment results that generally correspond to the price and yield of the EQM Natural Resources Dividend Income Index. The Index is comprised of dividend-paying U.S. exchange-listed equities operating primarily in the natural resource and commodity-related industries such as: energy, chemicals, agriculture, metals & mining, paper products, and timber. NDIV returned 6.57% on a net asset value (NAV) compared to its benchmark, the EQM Natural Resources Dividend Income Index at 6.67% for the month, as of July 31, 2023. The oil, gas & consumable fuels (78.66%) contributed most significantly to NDIV's return for the month of July 2023, followed by chemicals (11.18%), and metals & mining (8.80%). There were no industry detractors. Positions that contributed most significantly included ICL Group Ltd. (2.84%), Ternium SA (security no longer held in the portfolio as of 7/31/2023) and Ecopetrol SA. (3.04%). Positions that detracted most significantly included TC Energy Corp. (2.48%) and Enbridge Inc. (2.62%).
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