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Bellevue Asset Management’s Amplify CEF High Income ETF YYY Stock Holding History

Bellevue Asset 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
2025
Q2 		– Sell
-185
Closed -$2.12K – 489
2025
Q1 		$2.12K Sell
185
-793
-81% -$9.32K ﹤0.01% 420
2024
Q4 		$11.3K Sell
978
-513
-34% -$6.2K 0.01% 272
2024
Q3 		$18.4K Buy
1,491
+26
+2% +$314 0.01% 235
2024
Q2 		$17.6K Buy
1,465
+15
+1% +$179 0.01% 234
2024
Q1 		$17.5K Hold
1,450
– – 0.01% 228
2023
Q4 		$16.8K Sell
1,450
-370
-20% -$4.14K 0.01% 235
2023
Q3 		$20.2K Buy
1,820
+11
+0.6% +$128 0.01% 217
2023
Q2 		$21.1K Buy
1,809
+11
+0.6% +$127 0.01% 220
2023
Q1 		$21K Buy
1,798
+10
+0.6% +$122 0.01% 222
2022
Q4 		$20.7K Sell
1,788
-340
-16% -$4.03K 0.02% 224
2022
Q3 		$25K Buy
2,128
+9
+0.4% +$115 0.02% 217
2022
Q2 		$27K Buy
2,119
+8
+0.4% +$109 0.02% 216
2022
Q1 		$32K Buy
2,111
+607
+40% +$9.35K 0.02% 217
2021
Q4 		$25K Buy
1,504
+4
+0.3% +$67 0.01% 258
2021
Q3 		$25K Hold
1,500
– – 0.02% 258
2021
Q2 		$26K Buy
+1,500
New +$26K 0.02% 261

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Bellevue Asset Management's YYY Position: Q2 2025 in Review

Bellevue Asset Management sold out of Amplify CEF High Income ETF (YYY) in Q2 2025, closing a stake of 185 shares — an estimated $2.12K sold.

Bellevue Asset Management first reported a position in YYY in Q2 2021 and held it in 16 quarters. The position peaked at $32K in Q1 2022. 82 funds tracked by Wall St. Rank hold YYY as of Q2 2025.

  • Bellevue Asset Management reported no remaining Amplify CEF High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 185 Amplify CEF High Income ETF shares in Q2 2025, an estimated $2.12K.
  • Bellevue Asset Management first reported a position in Amplify CEF High Income ETF in Q2 2021 and held it in 16 quarters.
  • Bellevue Asset Management's Amplify CEF High Income ETF position peaked at $32K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.