Atlantic Private Wealth’s Amplify CEF High Income ETF YYY Stock Holding History

Atlantic Private Wealth’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
2023 Q2	–	Sell	-17,687	Closed	-$206K	–	118
2023 Q1	$206K	Hold	17,687	–	–	0.22%	32
2022 Q4	$206K	Hold	17,687	–	–	0.22%	40
2022 Q3	$201K	Hold	17,687	–	–	0.23%	41
2022 Q2	$224K	Hold	17,687	–	–	0.23%	37
2022 Q1	$264K	Hold	17,687	–	–	0.25%	36
2021 Q4	$294K	Buy	+17,687	New	+$297K	0.26%	37

Other funds holding YYY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWA

Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Atlantic Private Wealth's YYY Position: Q2 2023 in Review

Atlantic Private Wealth sold out of Amplify CEF High Income ETF (YYY) in Q2 2023, closing a stake of 17,687 shares — an estimated $206K sold.

Atlantic Private Wealth first reported a position in YYY in Q4 2021 and held it in 6 quarters. The position peaked at $294K in Q4 2021. 52 funds tracked by Wall St. Rank hold YYY as of Q2 2023.

Atlantic Private Wealth reported no remaining Amplify CEF High Income ETF position as of Q2 2023 after selling out during the quarter.
Atlantic Private Wealth sold 17,687 Amplify CEF High Income ETF shares in Q2 2023, an estimated $206K.
Atlantic Private Wealth first reported a position in Amplify CEF High Income ETF in Q4 2021 and held it in 6 quarters.
Atlantic Private Wealth's Amplify CEF High Income ETF position peaked at $294K in Q4 2021.
52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2023.

Based on Atlantic Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.