CWM
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Consultiva Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

Consultiva Wealth Management’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
Q3 		– Sell
-2,000
Closed -$23.4K – 271
2025
Q2 		$23.4K Hold
2,000
– – 0.07% 145
2025
Q1 		$22.8K Buy
+2,000
New +$23.5K 0.08% 144

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NAS
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TCMP
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Consultiva Wealth Management's YYY Position: Q3 2025 in Review

Consultiva Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q3 2025, closing a stake of 2,000 shares — an estimated $23.4K sold.

Consultiva Wealth Management first reported a position in YYY in Q1 2025 and held it in 2 quarters. The position peaked at $23.4K in Q2 2025. 85 funds tracked by Wall St. Rank hold YYY as of Q3 2025.

  • Consultiva Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 2,000 Amplify CEF High Income ETF shares in Q3 2025, an estimated $23.4K.
  • Consultiva Wealth Management first reported a position in Amplify CEF High Income ETF in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's Amplify CEF High Income ETF position peaked at $23.4K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.