Focus Partners Wealth
YYY icon

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

Focus Partners 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
2025
Q1 		– Sell
-18,800
Closed -$217K – 2044
2024
Q4 		$217K Hold
18,800
– – ﹤0.01% 1690
2024
Q3 		$232K Buy
+18,800
New +$227K ﹤0.01% 1403

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's YYY Position: Q1 2025 in Review

Focus Partners Wealth sold out of Amplify CEF High Income ETF (YYY) in Q1 2025, closing a stake of 18,800 shares — an estimated $217K sold.

Focus Partners Wealth first reported a position in YYY in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q3 2024. 83 funds tracked by Wall St. Rank hold YYY as of Q1 2025.

  • Focus Partners Wealth reported no remaining Amplify CEF High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 18,800 Amplify CEF High Income ETF shares in Q1 2025, an estimated $217K.
  • Focus Partners Wealth first reported a position in Amplify CEF High Income ETF in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Amplify CEF High Income ETF position peaked at $232K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.