IFG
YYY icon

Independent Financial Group’s Amplify CEF High Income ETF YYY Stock Holding History

Independent Financial Group’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 		$477K Hold
41,350
– – 0.01% 1017
2026
Q1 		$456K Buy
41,350
+1,700
+4% +$19.6K 0.01% 970
2025
Q4 		$456K Buy
39,650
+350
+0.9% +$4.08K 0.01% 947
2025
Q3 		$464K Buy
39,300
+10,500
+36% +$124K 0.01% 892
2025
Q2 		$337K Buy
+28,800
New +$325K 0.01% 969

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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
IF
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

Independent Financial Group's YYY Position: Q2 2026 in Review

Independent Financial Group held its Amplify CEF High Income ETF (YYY) position steady in Q2 2026 at 41,350 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1017.

Independent Financial Group first reported a position in YYY in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • Independent Financial Group held 41,350 shares of Amplify CEF High Income ETF worth $477K as of Q2 2026.
  • Independent Financial Group left its Amplify CEF High Income ETF share count unchanged in Q2 2026.
  • Amplify CEF High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1017 holding.
  • Independent Financial Group first reported a position in Amplify CEF High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.