HWM
YYY icon

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

Howard 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
2022
Q4 		– Sell
-15,215
Closed -$173K – 122
2022
Q3 		$173K Sell
15,215
-100
-0.7% -$1.28K 0.12% 113
2022
Q2 		$193K Hold
15,315
– – 0.2% 59
2022
Q1 		$228K Sell
15,315
-50
-0.3% -$770 0.12% 121
2021
Q4 		$255K Sell
15,365
-1,050
-6% -$17.7K 0.13% 112
2021
Q3 		$276K Hold
16,415
– – 0.15% 105
2021
Q2 		$289K Sell
16,415
-200
-1% -$3.46K 0.16% 105
2021
Q1 		$277K Sell
16,615
-773
-4% -$12.7K 0.16% 104
2020
Q4 		$276K Sell
17,388
-5,470
-24% -$83.8K 0.17% 104
2020
Q3 		$335K Sell
22,858
-3,070
-12% -$45.6K 0.24% 89
2020
Q2 		$371K Sell
25,928
-3,965
-13% -$55.1K 0.3% 77
2020
Q1 		$381K Buy
29,893
+1,080
+4% +$17.7K 0.4% 62
2019
Q4 		$514K Buy
+28,813
New +$511K 0.43% 56

Other funds holding YYY

LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWA
Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Howard Wealth Management's YYY Position: Q4 2022 in Review

Howard Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q4 2022, closing a stake of 15,215 shares — an estimated $173K sold.

Howard Wealth Management first reported a position in YYY in Q4 2019 and held it in 12 quarters. The position peaked at $514K in Q4 2019. 49 funds tracked by Wall St. Rank hold YYY as of Q4 2022.

  • Howard Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q4 2022 after selling out during the quarter.
  • Howard Wealth Management sold 15,215 Amplify CEF High Income ETF shares in Q4 2022, an estimated $173K.
  • Howard Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 12 quarters.
  • Howard Wealth Management's Amplify CEF High Income ETF position peaked at $514K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.