AAS
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Avantax Advisory Services’s Amplify CEF High Income ETF YYY Stock Holding History

Avantax Advisory Services’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
2022
Q2 		– Sell
-10,551
Closed -$155K – 1401
2022
Q1 		$155K Sell
10,551
-4,011
-28% -$61.8K ﹤0.01% 1216
2021
Q4 		$242K Buy
14,562
+950
+7% +$16K ﹤0.01% 1084
2021
Q3 		$229K Buy
13,612
+503
+4% +$8.69K ﹤0.01% 1051
2021
Q2 		$231K Buy
13,109
+2,489
+23% +$43.1K ﹤0.01% 1012
2021
Q1 		$180K Buy
+10,620
New +$175K ﹤0.01% 971

Other funds holding YYY

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Avantax Advisory Services's YYY Position: Q2 2022 in Review

Avantax Advisory Services sold out of Amplify CEF High Income ETF (YYY) in Q2 2022, closing a stake of 10,551 shares — an estimated $155K sold.

Avantax Advisory Services first reported a position in YYY in Q1 2021 and held it in 5 quarters. The position peaked at $242K in Q4 2021. 55 funds tracked by Wall St. Rank hold YYY as of Q2 2022.

  • Avantax Advisory Services reported no remaining Amplify CEF High Income ETF position as of Q2 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 10,551 Amplify CEF High Income ETF shares in Q2 2022, an estimated $155K.
  • Avantax Advisory Services first reported a position in Amplify CEF High Income ETF in Q1 2021 and held it in 5 quarters.
  • Avantax Advisory Services's Amplify CEF High Income ETF position peaked at $242K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.