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 Q2	$185K	Buy	16,007 +57	+0.4%	+$652	0.02%	430
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Golden State Wealth Management's YYY Position: Q2 2026 in Review

Golden State Wealth Management increased its Amplify CEF High Income ETF (YYY) stake by 0.36% in Q2 2026, buying an estimated $652 and bringing the position to 16,007 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #430.

Golden State Wealth Management first reported a position in YYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q3 2025. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

Golden State Wealth Management held 16,007 shares of Amplify CEF High Income ETF worth $185K as of Q2 2026.
Golden State Wealth Management bought 57 Amplify CEF High Income ETF shares in Q2 2026, an estimated $652.
Amplify CEF High Income ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #430 holding.
Golden State Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Amplify CEF High Income ETF position peaked at $196K in Q3 2025.
92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.