OppenFolio holds 76 shares of DIVO, with a cost basis of $3,359 accumulated since 2025-09-15. Including $154 in dividends received over 7 payments, the total return on cost is +7.23% (versus +2.64% on price alone). DIVO is currently running at a 12-month trailing yield of 6.47%, about $49 per $1,000 invested per year.
Why this is held
Amplify CWP Enhanced Dividend Income. Quality dividend stocks plus opportunistic covered-call writing — but the position is more interesting than that pitch suggests, because it's also an open hypothesis test: can a reasonably high-yield ETF also be a reasonably high-growth ETF? Most covered-call funds — including JEPI and JEPQ — structurally can't grow price-wise; capping the upside on the underlying is the deal they make for the income. DIVO holds the underlying dividend stocks longer and only writes calls opportunistically, leaving more room for capital appreciation. So far the answer has been mostly yes: DIVO doesn't pay the most in the shell, but it's the only line in the income sleeve that actually compounds price alongside the distributions.
Position metrics
YES (Yield Efficiency Score) combines yield, NAV trend, and stability — above 0.5 is generally favorable. NAV decay is the value-weighted annualized drift in price.
Trade history
6 trades executed.
| Date | Side | Shares | Price |
|---|---|---|---|
| 2025-09-15 16:48:59 | Buy | 4 | $43.8400 |
| 2025-09-16 15:30:19 | Buy | 1 | $43.8100 |
| 2025-09-17 16:54:36 | Buy | 56 | $44.1300 |
| 2025-10-07 17:25:06 | Buy | 8 | $44.4200 |
| 2025-10-10 15:47:26 | Buy | 3 | $43.8500 |
| 2025-10-30 16:07:51 | Buy | 4 | $45.3300 |
Dividend payments received
7 payments totaling $154.13.
| Date | Amount |
|---|---|
| 2025-10-01 | $10.02 |
| 2025-11-30 | $16.26 |
| 2026-01-01 | $72.46 |
| 2026-02-01 | $13.88 |
| 2026-03-01 | $14.16 |
| 2026-04-01 | $13.58 |
| 2026-05-01 | $13.77 |