Elmwood Wealth Management’s Amplify Energy & Natural Resources Covered Call ETF NDIV Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-26,914	Closed	-$726K	–	184
2025 Q4	$726K	Sell	26,914 -37,137	-58%	-$1.01M	0.23%	97
2025 Q3	$1.83M	Sell	64,051 -22,127	-26%	-$634K	0.65%	52
2025 Q2	$2.39M	Sell	86,178 -3,247	-4%	-$88.4K	0.95%	41
2025 Q1	$2.59M	Buy	89,425 +44	+0%	+$1.28K	1.06%	40
2024 Q4	$2.47M	Buy	89,381 +2,846	+3%	+$81.6K	1%	43
2024 Q3	$2.47M	Sell	86,535 -13,340	-13%	-$383K	1.02%	41
2024 Q2	$2.87M	Sell	99,875 -564	-0.6%	-$16.4K	1.28%	26
2024 Q1	$2.93M	Buy	100,439 +73,838	+278%	+$2.01M	1.25%	25
2023 Q4	$734K	Buy	+26,601	New	+$712K	0.51%	55

Other funds holding NDIV

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $177M AUM 20.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Elmwood Wealth Management's NDIV Position: Q1 2026 in Review

Elmwood Wealth Management sold out of Amplify Energy & Natural Resources Covered Call ETF (NDIV) in Q1 2026, closing a stake of 26,914 shares — an estimated $726K sold.

Elmwood Wealth Management first reported a position in NDIV in Q4 2023 and held it in 9 quarters. The position peaked at $2.93M in Q1 2024. 12 funds tracked by Wall St. Rank hold NDIV as of Q1 2026.

Elmwood Wealth Management reported no remaining Amplify Energy & Natural Resources Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Elmwood Wealth Management sold 26,914 Amplify Energy & Natural Resources Covered Call ETF shares in Q1 2026, an estimated $726K.
Elmwood Wealth Management first reported a position in Amplify Energy & Natural Resources Covered Call ETF in Q4 2023 and held it in 9 quarters.
Elmwood Wealth Management's Amplify Energy & Natural Resources Covered Call ETF position peaked at $2.93M in Q1 2024.
12 funds tracked by Wall St. Rank held Amplify Energy & Natural Resources Covered Call ETF as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.