Carson Wealth (CWM LLC)
YYY icon

Carson Wealth (CWM LLC)’s Amplify CEF High Income ETF YYY Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		$22K Hold
1,272
– – ﹤0.01% 1763
2021
Q1 		$22K Hold
1,272
– – ﹤0.01% 1763
2020
Q4 		$22K Hold
1,272
– – ﹤0.01% 1763
2020
Q3 		$22K Hold
1,272
– – ﹤0.01% 1763
2020
Q2 		$22K Hold
1,272
– – ﹤0.01% 1763
2020
Q1 		$22K Hold
1,272
– – ﹤0.01% 1762
2019
Q4 		$22K Hold
1,272
– – ﹤0.01% 1762
2019
Q3 		$22K Hold
1,272
– – ﹤0.01% 1762
2019
Q2 		$22K Hold
1,272
– – ﹤0.01% 1762
2019
Q1 		$22K Buy
+1,272
New +$22.1K ﹤0.01% 1762

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Carson Wealth (CWM LLC)'s YYY Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Amplify CEF High Income ETF (YYY) position steady in Q2 2021 at 1,272 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Carson Wealth (CWM LLC) first reported a position in YYY in Q1 2019 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold YYY as of Q2 2021.

  • Carson Wealth (CWM LLC) held 1,272 shares of Amplify CEF High Income ETF worth $22K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Amplify CEF High Income ETF share count unchanged in Q2 2021.
  • Amplify CEF High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1763 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify CEF High Income ETF in Q1 2019 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.