IWN
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Independent Wealth Network’s Amplify CEF High Income ETF YYY Stock Holding History

Independent Wealth Network’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 		$2.17M Buy
187,920
+5,703
+3% +$65.3K 0.55% 36
2026
Q1 		$2.01M Buy
182,217
+3,272
+2% +$37.8K 0.6% 38
2025
Q4 		$2.06M Sell
178,945
-1,012
-0.6% -$11.8K 0.63% 37
2025
Q3 		$2.13M Buy
179,957
+16,034
+10% +$189K 0.68% 36
2025
Q2 		$1.92M Buy
163,923
+4,759
+3% +$53.6K 0.7% 36
2025
Q1 		$1.82M Buy
159,164
+14,599
+10% +$172K 0.72% 36
2024
Q4 		$1.67M Buy
144,565
+2,693
+2% +$32.5K 0.68% 36
2024
Q3 		$1.75M Buy
141,872
+8,019
+6% +$96.9K 0.77% 34
2024
Q2 		$1.61M Buy
133,853
+8,414
+7% +$100K 0.75% 35
2024
Q1 		$1.51M Buy
125,439
+1,083
+0.9% +$12.8K 0.71% 34
2023
Q4 		$1.45M Buy
124,356
+3,885
+3% +$43.5K 0.76% 30
2023
Q3 		$1.34M Buy
120,471
+5,152
+4% +$60K 0.82% 28
2023
Q2 		$1.35M Sell
115,319
-10,399
-8% -$121K 0.81% 26
2023
Q1 		$1.47M Buy
125,718
+7,999
+7% +$97.6K 0.94% 22
2022
Q4 		$1.37M Buy
117,719
+9,406
+9% +$111K 0.94% 23
2022
Q3 		$1.23M Buy
108,313
+15,538
+17% +$199K 0.96% 21
2022
Q2 		$1.17M Buy
92,775
+10,029
+12% +$137K 0.84% 29
2022
Q1 		$1.24M Buy
82,746
+13,922
+20% +$215K 0.79% 32
2021
Q4 		$1.15M Buy
68,824
+4,715
+7% +$79.3K 0.7% 32
2021
Q3 		$1.1M Buy
+64,109
New +$1.11M 0.72% 32

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 Wealth Network's YYY Position: Q2 2026 in Review

Independent Wealth Network increased its Amplify CEF High Income ETF (YYY) stake by 3.1% in Q2 2026, buying an estimated $65.3K and bringing the position to 187,920 shares worth $2.17M. The position accounts for 0.55% of the portfolio, ranked #36.

Independent Wealth Network first reported a position in YYY in Q3 2021 and has held it in 20 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • Independent Wealth Network held 187,920 shares of Amplify CEF High Income ETF worth $2.17M as of Q2 2026.
  • Independent Wealth Network bought 5,703 Amplify CEF High Income ETF shares in Q2 2026, an estimated $65.3K.
  • Amplify CEF High Income ETF made up 0.55% of Independent Wealth Network's portfolio in Q2 2026, its #36 holding.
  • Independent Wealth Network first reported a position in Amplify CEF High Income ETF in Q3 2021 and has held it in 20 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.