CAP Partners LLC
NDIV icon

CAP Partners LLC’s Amplify Energy & Natural Resources Covered Call ETF NDIV Stock Holding History

CAP Partners LLC’s Portfolio NDIV Stock Details NDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$886K Buy
26,967
+3,942
+17% +$135K 0.41% 60
2026
Q2 		$736K Buy
23,025
+3,768
+20% +$130K 0.36% 65
2026
Q1 		$691K Buy
19,257
+1,259
+7% +$40.2K 0.39% 64
2025
Q4 		$485K Buy
17,998
+1,254
+7% +$34.2K 0.28% 81
2025
Q3 		$479K Buy
16,744
+489
+3% +$14K 0.27% 81
2025
Q2 		$451K Buy
16,255
+509
+3% +$13.9K 0.28% 79
2025
Q1 		$456K Buy
15,746
+1,759
+13% +$51.1K 0.33% 75
2024
Q4 		$387K Buy
13,987
+2,484
+22% +$71.2K 0.27% 86
2024
Q3 		$329K Buy
11,503
+938
+9% +$26.9K 0.25% 93
2024
Q2 		$304K Buy
+10,565
New +$308K 0.25% 95

Other funds holding NDIV

Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAP Partners LLC's NDIV Position: Q3 2026 in Review

CAP Partners LLC increased its Amplify Energy & Natural Resources Covered Call ETF (NDIV) stake by 17% in Q3 2026, buying an estimated $135K and bringing the position to 26,967 shares worth $886K. The position accounts for 0.41% of the portfolio, ranked #60.

CAP Partners LLC first reported a position in NDIV in Q2 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold NDIV as of Q3 2026.

  • CAP Partners LLC held 26,967 shares of Amplify Energy & Natural Resources Covered Call ETF worth $886K as of Q3 2026.
  • CAP Partners LLC bought 3,942 Amplify Energy & Natural Resources Covered Call ETF shares in Q3 2026, an estimated $135K.
  • Amplify Energy & Natural Resources Covered Call ETF made up 0.41% of CAP Partners LLC's portfolio in Q3 2026, its #60 holding.
  • CAP Partners LLC first reported a position in Amplify Energy & Natural Resources Covered Call ETF in Q2 2024 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Amplify Energy & Natural Resources Covered Call ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.