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Arkadios Wealth Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Arkadios Wealth Advisors’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 		$209K Buy
18,982
+5,001
+36% +$57.7K ﹤0.01% 1550
2025
Q4 		$161K Hold
13,981
– – ﹤0.01% 1472
2025
Q3 		$165K Sell
13,981
-1,625
-10% -$19.1K ﹤0.01% 1376
2025
Q2 		$183K Buy
15,606
+1,000
+7% +$11.3K 0.01% 1223
2025
Q1 		$167K Buy
14,606
+682
+5% +$8.01K 0.01% 1053
2024
Q4 		$160K Sell
13,924
-1,382
-9% -$16.7K 0.01% 870
2024
Q3 		$189K Buy
15,306
+4,100
+37% +$49.5K 0.01% 851
2024
Q2 		$135K Buy
11,206
+521
+5% +$6.21K 0.01% 788
2024
Q1 		$129K Buy
10,685
+500
+5% +$5.93K 0.01% 666
2023
Q4 		$118K Buy
+10,185
New +$114K 0.01% 666
2022
Q3 		– Sell
-11,994
Closed -$152K – 579
2022
Q2 		$152K Sell
11,994
-3,330
-22% -$45.6K 0.02% 519
2022
Q1 		$229K Sell
15,324
-4,767
-24% -$73.5K 0.03% 497
2021
Q4 		$334K Buy
20,091
+359
+2% +$6.04K 0.04% 418
2021
Q3 		$331K Buy
19,732
+525
+3% +$9.07K 0.05% 382
2021
Q2 		$338K Buy
19,207
+3,950
+26% +$68.4K 0.04% 421
2021
Q1 		$254K Buy
15,257
+2,200
+17% +$36.2K 0.04% 370
2020
Q4 		$208K Buy
13,057
+7,157
+121% +$110K 0.04% 319
2020
Q3 		$87.6K Buy
5,900
+1,475
+33% +$21.9K 0.04% 314
2020
Q2 		$64K Buy
4,425
+2,950
+200% +$41K 0.04% 330
2020
Q1 		$18.8K Sell
1,475
-175
-11% -$2.87K 0.01% 500
2019
Q4 		$29.9K Buy
+1,650
New +$29.2K 0.02% 387

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

Arkadios Wealth Advisors's YYY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Amplify CEF High Income ETF (YYY) stake by 36% in Q1 2026, buying an estimated $57.7K and bringing the position to 18,982 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Arkadios Wealth Advisors first reported a position in YYY in Q4 2019 and has held it in 21 quarters since. The position peaked at $338K in Q2 2021. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Arkadios Wealth Advisors held 18,982 shares of Amplify CEF High Income ETF worth $209K as of Q1 2026.
  • Arkadios Wealth Advisors bought 5,001 Amplify CEF High Income ETF shares in Q1 2026, an estimated $57.7K.
  • Amplify CEF High Income ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1550 holding.
  • Arkadios Wealth Advisors first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Amplify CEF High Income ETF position peaked at $338K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.