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Kathleen S. Wright Associates’s Amplify Energy & Natural Resources Covered Call ETF NDIV Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		– Sell
-500
Closed -$13.9K – 243
2025
Q2 		$13.9K Hold
500
– – 0.01% 206
2025
Q1 		$14.5K Hold
500
– – 0.01% 207
2024
Q4 		$13.8K Hold
500
– – 0.01% 211
2024
Q3 		$14.3K Hold
500
– – 0.01% 235
2024
Q2 		$14.4K Buy
+500
New +$14.6K 0.01% 183

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Osaic Holdings
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NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ASN
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Kathleen S. Wright Associates's NDIV Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of Amplify Energy & Natural Resources Covered Call ETF (NDIV) in Q3 2025, closing a stake of 500 shares — an estimated $13.9K sold.

Kathleen S. Wright Associates first reported a position in NDIV in Q2 2024 and held it in 5 quarters. The position peaked at $14.5K in Q1 2025. 9 funds tracked by Wall St. Rank hold NDIV as of Q3 2025.

  • Kathleen S. Wright Associates reported no remaining Amplify Energy & Natural Resources Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 500 Amplify Energy & Natural Resources Covered Call ETF shares in Q3 2025, an estimated $13.9K.
  • Kathleen S. Wright Associates first reported a position in Amplify Energy & Natural Resources Covered Call ETF in Q2 2024 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Amplify Energy & Natural Resources Covered Call ETF position peaked at $14.5K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Amplify Energy & Natural Resources Covered Call ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.