LQDM

Amplify$23.49+0.05 (+0.19%)
AUM $2.6MER 0.54%NAV $23.43Holdings 2

Price Chart

Key Statistics

Previous Close

$23.44

Day Range

$23.49$23.51

52-Week Range

$23.44$24.98

Avg Volume

3.9K

Dividend Yield

Expense Ratio

0.54%

AUM

$2.6M

Shares Outstanding

Sector Breakdown

SectorWeight %
Financial Services100.13%
Cash & Others-0.13%

Country Allocation

CountryWeight %
United States100.13%

Fund Information

Issuer
Amplify
Inception Date
Apr 21, 2026
Description
LQDM is a passively managed fund that aims for high income and capital appreciation through weekly covered calls with investment grade bond exposure. The fund seeks a target annualized income of 12% through the Amplify LQD Investment Grade 12% Target Income ETF (Ticker: LQD) and premiums from selling one-week expiration, at-the-money call option contracts. Actual income depends on the funds NAV and the interest income generated. Therefore, income could differ from its 12% target as NAV can fluctuate due to market conditions, volatility and other factors. To achieve the target income, the aggregate notional exposure of the written options is adjusted, rebalanced weekly upon the expiration of its sold options and by selling a new call option. Options can either be American or European style. Due to its strategy, LQDM limits its participation in potential gains when LQDs value increases. The fund expects to make distributions monthly.

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IEFAiShares Core MSCI EAFE ETF$193.07B
IJRiShares Core S&P Small-Cap ETF$107.03B
VYMVanguard High Dividend Yield ETF$99.20B

The Amplify LQD Investment Grade 12% Target Income ETF (LQDM) is an exchange-traded fund issued by Amplify that launched on Apr 21, 2026. It currently manages $2.6M in assets under management. The fund charges an expense ratio of 0.54%. The fund holds 2 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1LQDiShares iBoxx USD Investment Grade Corporate Bond ETF100.00%24,699$2.6M
2AGPXXInvesco Government & Agency Portfolio 12/31/20310.02%525$525
34LQD 260911C00105480LQD 09/11/2026 105.48 C-0.01%-117$-182
4Cash & Other-0.01%-363$-363

Detailed Returns

PeriodReturnETF
1D
+0.19%
1W
-0.97%
1M
-2.17%
3M
-5.10%
6M
-6.09%
YTD
-6.09%
1Y
-6.09%
3Y
-6.09%
5Y
-6.09%

Moving Averages

20-Day MA

$23.77

Below 20-Day MA
50-Day MA

$23.97

Below 50-Day MA
200-Day MA

$24.36

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$24.98

Current Price

$23.49

52-Week Low

$23.44

$23.44$24.98

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricLQDMFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.54%0.64%
AUM$2.6M$3.31B
Dividend Yield4.74%
Avg Volume3.9K728.2K
Holdings2261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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