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Capital Wealth Planning’s Amplify CEF High Income ETF YYY Stock Holding History

Capital Wealth Planning’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
-154,096
Closed -$1.76M – 161
2025
Q1 		$1.76M Buy
+154,096
New +$1.81M 0.02% 86

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

Capital Wealth Planning's YYY Position: Q2 2025 in Review

Capital Wealth Planning sold out of Amplify CEF High Income ETF (YYY) in Q2 2025, closing a stake of 154,096 shares — an estimated $1.76M sold.

Capital Wealth Planning first reported a position in YYY in Q1 2025 and held it in 1 quarter. The position peaked at $1.76M in Q1 2025. 82 funds tracked by Wall St. Rank hold YYY as of Q2 2025.

  • Capital Wealth Planning reported no remaining Amplify CEF High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 154,096 Amplify CEF High Income ETF shares in Q2 2025, an estimated $1.76M.
  • Capital Wealth Planning first reported a position in Amplify CEF High Income ETF in Q1 2025 and held it in 1 quarter.
  • Capital Wealth Planning's Amplify CEF High Income ETF position peaked at $1.76M in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.