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

IronOak Wealth’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
2024 Q4	$126K	Buy	+10,944	New	+$132K	0.14%	64

Other funds holding YYY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 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

IAIM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCMP

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

IronOak Wealth's YYY Position: Q4 2024 in Review

IronOak Wealth opened a new position in Amplify CEF High Income ETF (YYY) in Q4 2024: 10,944 shares worth $126K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings.

72 funds tracked by Wall St. Rank hold YYY as of Q4 2024.

IronOak Wealth held 10,944 shares of Amplify CEF High Income ETF worth $126K as of Q4 2024.
Amplify CEF High Income ETF was a new IronOak Wealth position in Q4 2024.
Amplify CEF High Income ETF made up 0.14% of IronOak Wealth's portfolio in Q4 2024, its #64 holding.
72 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.