PFS
NDIV icon

Paller Financial Services’s Amplify Energy & Natural Resources Covered Call ETF NDIV Stock Holding History

Paller Financial Services’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
Q2 		$4.49M Sell
140,265
-6,682
-5% -$231K 3.35% 8
2026
Q1 		$5.27M Sell
146,947
-1,310
-0.9% -$41.8K 4.36% 7
2025
Q4 		$4M Buy
+148,257
New +$4.05M 3.2% 12

Other funds holding NDIV

PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paller Financial Services's NDIV Position: Q2 2026 in Review

Paller Financial Services reduced its Amplify Energy & Natural Resources Covered Call ETF (NDIV) stake by 4.5% in Q2 2026, selling an estimated $231K and leaving 140,265 shares worth $4.49M. The position accounts for 3.35% of the portfolio, ranked #8.

Paller Financial Services first reported a position in NDIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.27M in Q1 2026. 12 funds tracked by Wall St. Rank hold NDIV as of Q2 2026.

  • Paller Financial Services held 140,265 shares of Amplify Energy & Natural Resources Covered Call ETF worth $4.49M as of Q2 2026.
  • Paller Financial Services sold 6,682 Amplify Energy & Natural Resources Covered Call ETF shares in Q2 2026, an estimated $231K.
  • Amplify Energy & Natural Resources Covered Call ETF made up 3.35% of Paller Financial Services's portfolio in Q2 2026, its #8 holding.
  • Paller Financial Services first reported a position in Amplify Energy & Natural Resources Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • Paller Financial Services's Amplify Energy & Natural Resources Covered Call ETF position peaked at $5.27M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Amplify Energy & Natural Resources Covered Call ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.