CJ
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Caitlin John’s Amplify CEF High Income ETF YYY Stock Holding History

Caitlin John’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
2024
Q1 		– Sell
-264
Closed -$3.07K – 946
2023
Q4 		$3.07K Buy
+264
New +$2.95K ﹤0.01% 633

Other funds holding YYY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caitlin John's YYY Position: Q1 2024 in Review

Caitlin John sold out of Amplify CEF High Income ETF (YYY) in Q1 2024, closing a stake of 264 shares — an estimated $3.07K sold.

Caitlin John first reported a position in YYY in Q4 2023 and held it in 1 quarter. The position peaked at $3.07K in Q4 2023. 60 funds tracked by Wall St. Rank hold YYY as of Q1 2024.

  • Caitlin John reported no remaining Amplify CEF High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Caitlin John sold 264 Amplify CEF High Income ETF shares in Q1 2024, an estimated $3.07K.
  • Caitlin John first reported a position in Amplify CEF High Income ETF in Q4 2023 and held it in 1 quarter.
  • Caitlin John's Amplify CEF High Income ETF position peaked at $3.07K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.