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FormulaFolio Investments’s Amplify CEF High Income ETF YYY Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$342K Hold
19,413
– – 0.11% 71
2021
Q1 		$334K Buy
+19,413
New +$319K 0.11% 72
2020
Q2 		– Sell
-372,329
Closed -$4.75M – 332
2020
Q1 		$4.75M Buy
372,329
+131,074
+54% +$2.15M 0.25% 51
2019
Q4 		$4.3M Buy
+241,255
New +$4.28M 0.15% 78

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

FormulaFolio Investments's YYY Position: Q2 2021 in Review

FormulaFolio Investments held its Amplify CEF High Income ETF (YYY) position steady in Q2 2021 at 19,413 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #71.

FormulaFolio Investments first reported a position in YYY in Q4 2019 and has held it in 4 quarters since. The position peaked at $4.75M in Q1 2020. 54 funds tracked by Wall St. Rank hold YYY as of Q2 2021.

  • FormulaFolio Investments held 19,413 shares of Amplify CEF High Income ETF worth $342K as of Q2 2021.
  • FormulaFolio Investments left its Amplify CEF High Income ETF share count unchanged in Q2 2021.
  • Amplify CEF High Income ETF made up 0.11% of FormulaFolio Investments's portfolio in Q2 2021, its #71 holding.
  • FormulaFolio Investments first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 4 quarters since.
  • FormulaFolio Investments's Amplify CEF High Income ETF position peaked at $4.75M in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.