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SimpliFi Inc’s Amplify Energy & Natural Resources Covered Call ETF NDIV Stock Holding History

SimpliFi Inc’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
2024
Q1 		– Sell
-78,671
Closed -$2.09M – 39
2023
Q4 		$2.09M Hold
78,671
– – 1.03% 12
2023
Q3 		$2.09M Buy
78,671
+1,615
+2% +$43K 1.03% 12
2023
Q2 		$1.97M Sell
77,056
-2,700
-3% -$68K 0.93% 13
2023
Q1 		$2.01M Buy
+79,756
New +$2.1M 0.99% 14

Other funds holding NDIV

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SimpliFi Inc's NDIV Position: Q1 2024 in Review

SimpliFi Inc sold out of Amplify Energy & Natural Resources Covered Call ETF (NDIV) in Q1 2024, closing a stake of 78,671 shares — an estimated $2.09M sold.

SimpliFi Inc first reported a position in NDIV in Q1 2023 and held it in 4 quarters. The position peaked at $2.09M in Q4 2023. 6 funds tracked by Wall St. Rank hold NDIV as of Q1 2024.

  • SimpliFi Inc reported no remaining Amplify Energy & Natural Resources Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • SimpliFi Inc sold 78,671 Amplify Energy & Natural Resources Covered Call ETF shares in Q1 2024, an estimated $2.09M.
  • SimpliFi Inc first reported a position in Amplify Energy & Natural Resources Covered Call ETF in Q1 2023 and held it in 4 quarters.
  • SimpliFi Inc's Amplify Energy & Natural Resources Covered Call ETF position peaked at $2.09M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Amplify Energy & Natural Resources Covered Call ETF as of Q1 2024.

Based on SimpliFi Inc's 13F filing for Q1 2024, filed 23 Apr 2024.