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

CreativeOne Wealth’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 		$1.51M Buy
136,863
+23,314
+21% +$269K 0.04% 433
2025
Q4 		$1.31M Buy
113,549
+19,524
+21% +$228K 0.03% 454
2025
Q3 		$1.11M Buy
94,025
+49,164
+110% +$579K 0.03% 507
2025
Q2 		$525K Sell
44,861
-19,850
-31% -$224K 0.01% 721
2025
Q1 		$738K Sell
64,711
-2,823
-4% -$33.2K 0.02% 577
2024
Q4 		$778K Buy
67,534
+4,911
+8% +$59.3K 0.02% 550
2024
Q3 		$772K Buy
62,623
+4,812
+8% +$58.1K 0.03% 504
2024
Q2 		$694K Buy
57,811
+10,732
+23% +$128K 0.04% 405
2024
Q1 		$568K Buy
47,079
+18,807
+67% +$223K 0.02% 532
2023
Q4 		$329K Buy
28,272
+11,771
+71% +$132K 0.02% 474
2023
Q3 		$183K Buy
+16,501
New +$192K 0.01% 546

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
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
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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

CreativeOne Wealth's YYY Position: Q1 2026 in Review

CreativeOne Wealth increased its Amplify CEF High Income ETF (YYY) stake by 21% in Q1 2026, buying an estimated $269K and bringing the position to 136,863 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #433.

CreativeOne Wealth first reported a position in YYY in Q3 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • CreativeOne Wealth held 136,863 shares of Amplify CEF High Income ETF worth $1.51M as of Q1 2026.
  • CreativeOne Wealth bought 23,314 Amplify CEF High Income ETF shares in Q1 2026, an estimated $269K.
  • Amplify CEF High Income ETF made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #433 holding.
  • CreativeOne Wealth first reported a position in Amplify CEF High Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.