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 Q2	$11.2K	Hold	975	–	–	﹤0.01%	2361
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AE Wealth Management's YYY Position: Q2 2026 in Review

AE Wealth Management held its Amplify CEF High Income ETF (YYY) position steady in Q2 2026 at 975 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

AE Wealth Management first reported a position in YYY in Q2 2021 and has held it in 17 quarters since. The position peaked at $721K in Q1 2023. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

AE Wealth Management held 975 shares of Amplify CEF High Income ETF worth $11.2K as of Q2 2026.
AE Wealth Management left its Amplify CEF High Income ETF share count unchanged in Q2 2026.
Amplify CEF High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2361 holding.
AE Wealth Management first reported a position in Amplify CEF High Income ETF in Q2 2021 and has held it in 17 quarters since.
AE Wealth Management's Amplify CEF High Income ETF position peaked at $721K in Q1 2023.
92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.