FFWM
YYY icon

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

Future Financial 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
Q2 		– Sell
-2,000
Closed -$24.1K – 486
2024
Q1 		$24.1K Buy
+2,000
New +$23.7K 0.02% 326
2022
Q2 		– Sell
-5,589
Closed -$84K – 500
2022
Q1 		$84K Hold
5,589
– – 0.07% 209
2021
Q4 		$93K Buy
+5,589
New +$94K 0.07% 200

Other funds holding YYY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Future Financial Wealth Management's YYY Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q2 2024, closing a stake of 2,000 shares — an estimated $24.1K sold.

Future Financial Wealth Management first reported a position in YYY in Q4 2021 and held it in 3 quarters. The position peaked at $93K in Q4 2021. 64 funds tracked by Wall St. Rank hold YYY as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,000 Amplify CEF High Income ETF shares in Q2 2024, an estimated $24.1K.
  • Future Financial Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's Amplify CEF High Income ETF position peaked at $93K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.