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

Freedom Wealth Alliance’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
2023
Q3 		$4.29M Buy
386,190
+17,695
+5% +$206K 7.06% 6
2023
Q2 		$4.37M Buy
368,495
+38,938
+12% +$451K 6.11% 6
2023
Q1 		$3.84M Buy
329,557
+74,923
+29% +$914K 5.77% 5
2022
Q4 		$2.97M Buy
+254,634
New +$3.02M 4.18% 6

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Freedom Wealth Alliance's YYY Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Amplify CEF High Income ETF (YYY) stake by 4.8% in Q3 2023, buying an estimated $206K and bringing the position to 386,190 shares worth $4.29M. The position accounts for 7.06% of the portfolio, ranked #6.

Freedom Wealth Alliance first reported a position in YYY in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.37M in Q2 2023. 53 funds tracked by Wall St. Rank hold YYY as of Q3 2023.

  • Freedom Wealth Alliance held 386,190 shares of Amplify CEF High Income ETF worth $4.29M as of Q3 2023.
  • Freedom Wealth Alliance bought 17,695 Amplify CEF High Income ETF shares in Q3 2023, an estimated $206K.
  • Amplify CEF High Income ETF made up 7.06% of Freedom Wealth Alliance's portfolio in Q3 2023, its #6 holding.
  • Freedom Wealth Alliance first reported a position in Amplify CEF High Income ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Amplify CEF High Income ETF position peaked at $4.37M in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.