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Blue Trust Inc’s Amplify CEF High Income ETF YYY Stock Holding History

Blue Trust Inc’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 		– Sell
-100
Closed -$1.15K – 2701
2025
Q4 		$1.15K Hold
100
– – ﹤0.01% 2260
2025
Q3 		$1.18K Buy
+100
New +$1.18K ﹤0.01% 2285

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

Blue Trust Inc's YYY Position: Q1 2026 in Review

Blue Trust Inc sold out of Amplify CEF High Income ETF (YYY) in Q1 2026, closing a stake of 100 shares — an estimated $1.15K sold.

Blue Trust Inc first reported a position in YYY in Q3 2025 and held it in 2 quarters. The position peaked at $1.18K in Q3 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Blue Trust Inc reported no remaining Amplify CEF High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 100 Amplify CEF High Income ETF shares in Q1 2026, an estimated $1.15K.
  • Blue Trust Inc first reported a position in Amplify CEF High Income ETF in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Amplify CEF High Income ETF position peaked at $1.18K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.