CAPTRUST Financial Advisors
YYY icon

CAPTRUST Financial Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

CAPTRUST Financial Advisors’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
2021
Q3 		– Sell
-500
Closed -$9K – 4784
2021
Q2 		$9K Buy
+500
New +$8.65K ﹤0.01% 3620
2021
Q1 		– Sell
-4,706
Closed -$75K – 4488
2020
Q4 		$75K Buy
+4,706
New +$72.1K ﹤0.01% 1653
2020
Q2 		– Sell
-15,578
Closed -$190K – 2908
2020
Q1 		$190K Buy
+15,578
New +$256K ﹤0.01% 876

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CAPTRUST Financial Advisors's YYY Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of Amplify CEF High Income ETF (YYY) in Q3 2021, closing a stake of 500 shares — an estimated $9K sold.

CAPTRUST Financial Advisors first reported a position in YYY in Q1 2020 and held it in 3 quarters. The position peaked at $190K in Q1 2020. 55 funds tracked by Wall St. Rank hold YYY as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining Amplify CEF High Income ETF position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 500 Amplify CEF High Income ETF shares in Q3 2021, an estimated $9K.
  • CAPTRUST Financial Advisors first reported a position in Amplify CEF High Income ETF in Q1 2020 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Amplify CEF High Income ETF position peaked at $190K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.