GSWM
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Golden State Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

Golden State 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
2026
Q1 		$176K Buy
15,950
+56
+0.4% +$646 0.02% 402
2025
Q4 		$183K Sell
15,894
-717
-4% -$8.36K 0.02% 404
2025
Q3 		$196K Buy
16,611
+855
+5% +$10.1K 0.02% 384
2025
Q2 		$185K Buy
15,756
+5,576
+55% +$62.8K 0.02% 370
2025
Q1 		$116K Buy
10,180
+1,643
+19% +$19.3K 0.02% 410
2024
Q4 		$98.4K Buy
+8,537
New +$103K 0.01% 435

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Golden State Wealth Management's YYY Position: Q1 2026 in Review

Golden State Wealth Management increased its Amplify CEF High Income ETF (YYY) stake by 0.35% in Q1 2026, buying an estimated $646 and bringing the position to 15,950 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #402.

Golden State Wealth Management first reported a position in YYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $196K in Q3 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Golden State Wealth Management held 15,950 shares of Amplify CEF High Income ETF worth $176K as of Q1 2026.
  • Golden State Wealth Management bought 56 Amplify CEF High Income ETF shares in Q1 2026, an estimated $646.
  • Amplify CEF High Income ETF made up 0.02% of Golden State Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Golden State Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Amplify CEF High Income ETF position peaked at $196K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.