Concurrent Investment Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Concurrent Investment 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
2026 Q1	$161K	Sell	14,614 -380	-3%	-$4.38K	﹤0.01%	1779
2025 Q4	$173K	Sell	14,994 -354	-2%	-$4.13K	﹤0.01%	1657
2025 Q3	$181K	Sell	15,348 -7,153	-32%	-$84.2K	﹤0.01%	1368
2025 Q2	$263K	Buy	22,501 +3,858	+21%	+$43.5K	0.01%	1126
2025 Q1	$213K	Buy	18,643 +966	+5%	+$11.3K	0.01%	1101
2024 Q4	$204K	Sell	17,677 -2,108	-11%	-$25.5K	0.01%	989
2024 Q3	$244K	Buy	19,785 +3,448	+21%	+$41.7K	0.01%	861
2024 Q2	$196K	Buy	+16,337	New	+$195K	0.01%	881

Other funds holding YYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Concurrent Investment Advisors's YYY Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Amplify CEF High Income ETF (YYY) stake by 2.5% in Q1 2026, selling an estimated $4.38K and leaving 14,614 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Concurrent Investment Advisors first reported a position in YYY in Q2 2024 and has held it in 8 quarters since. The position peaked at $263K in Q2 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

Concurrent Investment Advisors held 14,614 shares of Amplify CEF High Income ETF worth $161K as of Q1 2026.
Concurrent Investment Advisors sold 380 Amplify CEF High Income ETF shares in Q1 2026, an estimated $4.38K.
Amplify CEF High Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1779 holding.
Concurrent Investment Advisors first reported a position in Amplify CEF High Income ETF in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Amplify CEF High Income ETF position peaked at $263K in Q2 2025.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.