EWM
YYY icon

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

Endowment 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
2024
Q1 		– Sell
-10,472
Closed -$122K – 140
2023
Q4 		$122K Buy
+10,472
New +$117K 0.1% 127

Other funds holding YYY

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LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Endowment Wealth Management's YYY Position: Q1 2024 in Review

Endowment Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q1 2024, closing a stake of 10,472 shares — an estimated $122K sold.

Endowment Wealth Management first reported a position in YYY in Q4 2023 and held it in 1 quarter. The position peaked at $122K in Q4 2023. 60 funds tracked by Wall St. Rank hold YYY as of Q1 2024.

  • Endowment Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Endowment Wealth Management sold 10,472 Amplify CEF High Income ETF shares in Q1 2024, an estimated $122K.
  • Endowment Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2023 and held it in 1 quarter.
  • Endowment Wealth Management's Amplify CEF High Income ETF position peaked at $122K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2024.

Based on Endowment Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.