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Upturn AI Summary
Amplify CWP Growth & Income ETF(QDVO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QDVO
10/28/2026: QDVO (2-star) is a SELL. SELL for 4 days. Simulated Profits (-1.59%). Updated daily EoD!
The Amplify CWP Growth & Income ETF (QDVO) is an actively managed fund that combines growth potential with dividend income by selecting high-quality companies. It offers investors professional management, allowing for tactical tilts that passive index funds cannot replicate. Its primary strength lies in its focus on balance sheet quality, though it faces competition from larger, lower-cost passive dividend ETFs. While it is subject to standard market and equity volatility risks, it is well-suited for long-term investors desiring total return rather than pure income or growth. Investors should monitor the manager's performance relative to benchmarks and the impact of the expense ratio over time.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on high-quality growth stocks aligns well with investors looking for long-term capital appreciation. |
| Momentum investor | Mixed fit | While active, the fund focuses on fundamental quality rather than pure price momentum. |
| Value investor | Strong fit | The emphasis on companies with strong balance sheets and consistent dividends often appeals to value-oriented investors. |
| Dividend/Income investor | Strong fit | Generating current income is a primary objective of the fund's mandate. |
| Low-risk investor | Medium | As an equity-focused fund, it carries inherent market risk despite the defensive nature of dividend-paying stocks. |
Investor Profile
Ideal Investor Profile
Investors seeking a balance of capital appreciation and steady income, and who prefer professional active management over passive tracking.
Suitability
Best suited for long-term, buy-and-hold investors looking for a core or satellite holding that provides growth with income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are subject to market fluctuations that can impact the fund's price. |
| Market risk | Medium / high | General market downturns will negatively impact the fund's growth holdings. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ significantly from the broader market. |
| Tracking/expense | Low | Active management entails higher fees and potential for underperformance relative to low-cost indices. |
| Liquidity | Low | The underlying assets are highly liquid, minimizing execution risk for most retail investors. |
| Business/sector quality | Low | The focus on quality companies generally mitigates the risk of business failure. |
Risk Analysis
Volatility
QDVO exhibits moderate historical volatility consistent with a broad-market equity growth strategy.
Market Risk
The fund is subject to systematic risks affecting the broader equity market, particularly the large-cap growth and dividend segments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 85 | The fund primarily holds large, established companies that offer a balance of price appreciation and dividend stability. |
| Sector | Technology and Healthcare Focus | 10 | Concentrated exposure in these sectors drives the growth component of the fund's investment strategy. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for operational needs and tactical flexibility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.12% | Avg. Invested days 52 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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