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AE Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

AE Wealth Management’s Portfolio YYY Stock Details YYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.8K Buy
975
+550
+129% +$6.35K ﹤0.01% 2266
2025
Q4 		$4.89K Hold
425
– – ﹤0.01% 2233
2025
Q3 		$5.02K Hold
425
– – ﹤0.01% 2079
2025
Q2 		$4.98K Hold
425
– – ﹤0.01% 1958
2025
Q1 		$4.85K Buy
+425
New +$4.99K ﹤0.01% 1948
2024
Q1 		– Sell
-40,374
Closed -$480K – 2039
2023
Q4 		$480K Buy
40,374
+16,646
+70% +$186K ﹤0.01% 1459
2023
Q3 		$264K Sell
23,728
-13,958
-37% -$163K ﹤0.01% 1667
2023
Q2 		$441K Sell
37,686
-24,117
-39% -$280K ﹤0.01% 1456
2023
Q1 		$721K Buy
61,803
+942
+2% +$11.5K ﹤0.01% 1184
2022
Q4 		$709K Buy
60,861
+4,704
+8% +$55.7K 0.01% 1136
2022
Q3 		$640K Buy
56,157
+16,838
+43% +$216K 0.01% 1121
2022
Q2 		$497K Buy
39,319
+2,093
+6% +$28.6K ﹤0.01% 1209
2022
Q1 		$557K Buy
37,226
+8,690
+30% +$134K ﹤0.01% 1186
2021
Q4 		$475K Buy
28,536
+5,375
+23% +$90.4K ﹤0.01% 1268
2021
Q3 		$390K Buy
23,161
+5,601
+32% +$96.8K ﹤0.01% 1271
2021
Q2 		$310K Buy
+17,560
New +$304K ﹤0.01% 1336

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

AE Wealth Management's YYY Position: Q1 2026 in Review

AE Wealth Management increased its Amplify CEF High Income ETF (YYY) stake by 129% in Q1 2026, buying an estimated $6.35K and bringing the position to 975 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

AE Wealth Management first reported a position in YYY in Q2 2021 and has held it in 16 quarters since. The position peaked at $721K in Q1 2023. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • AE Wealth Management held 975 shares of Amplify CEF High Income ETF worth $10.8K as of Q1 2026.
  • AE Wealth Management bought 550 Amplify CEF High Income ETF shares in Q1 2026, an estimated $6.35K.
  • Amplify CEF High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2266 holding.
  • AE Wealth Management first reported a position in Amplify CEF High Income ETF in Q2 2021 and has held it in 16 quarters since.
  • AE Wealth Management's Amplify CEF High Income ETF position peaked at $721K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.