FIM
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Freedom Investment Management’s Amplify CEF High Income ETF YYY Stock Holding History

Freedom Investment 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
-34,569
Closed -$405K – 727
2025
Q2 		$405K Sell
34,569
-512
-1% -$5.77K 0.03% 507
2025
Q1 		$400K Buy
35,081
+343
+1% +$4.03K 0.03% 490
2024
Q4 		$400K Buy
34,738
+8,368
+32% +$101K 0.03% 493
2024
Q3 		$325K Sell
26,370
-216
-0.8% -$2.61K 0.03% 573
2024
Q2 		$319K Sell
26,586
-5,677
-18% -$67.6K 0.03% 572
2024
Q1 		$389K Sell
32,263
-2,919
-8% -$34.6K 0.03% 510
2023
Q4 		$409K Sell
35,182
-4,048
-10% -$45.3K 0.03% 486
2023
Q3 		$436K Sell
39,230
-7,035
-15% -$81.9K 0.05% 399
2023
Q2 		$541K Sell
46,265
-4,103
-8% -$47.6K 0.06% 377
2023
Q1 		$587K Buy
50,368
+31,084
+161% +$379K 0.07% 360
2022
Q4 		$225K Sell
19,284
-1,134
-6% -$13.4K 0.03% 636
2022
Q3 		$233K Buy
20,418
+9,149
+81% +$117K 0.03% 627
2022
Q2 		$142K Sell
11,269
-10,841
-49% -$148K 0.02% 688
2022
Q1 		$331K Sell
22,110
-9,259
-30% -$143K 0.03% 589
2021
Q4 		$522K Buy
31,369
+6,177
+25% +$104K 0.04% 511
2021
Q3 		$424K Buy
25,192
+7,316
+41% +$126K 0.03% 550
2021
Q2 		$315K Buy
17,876
+6,137
+52% +$106K 0.02% 670
2021
Q1 		$196K Buy
+11,739
New +$193K 0.02% 794

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 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
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

Freedom Investment Management's YYY Position: Q3 2025 in Review

Freedom Investment Management sold out of Amplify CEF High Income ETF (YYY) in Q3 2025, closing a stake of 34,569 shares — an estimated $405K sold.

Freedom Investment Management first reported a position in YYY in Q1 2021 and held it in 18 quarters. The position peaked at $587K in Q1 2023. 85 funds tracked by Wall St. Rank hold YYY as of Q3 2025.

  • Freedom Investment Management reported no remaining Amplify CEF High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 34,569 Amplify CEF High Income ETF shares in Q3 2025, an estimated $405K.
  • Freedom Investment Management first reported a position in Amplify CEF High Income ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Amplify CEF High Income ETF position peaked at $587K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2025.

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