J.W. Cole Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

J.W. Cole Advisors’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 Q1	$1.25M	Buy	113,629 +94	+0.1%	+$1.08K	0.04%	331
2025 Q4	$1.31M	Sell	113,535 -9,779	-8%	-$114K	0.03%	552
2025 Q3	$1.46M	Buy	123,314 +5,951	+5%	+$70.1K	0.03%	589
2025 Q2	$1.37M	Sell	117,363 -2,157	-2%	-$24.3K	0.03%	556
2025 Q1	$1.36M	Buy	119,520 +34,532	+41%	+$406K	0.04%	432
2024 Q4	$979K	Buy	84,988 +21,788	+34%	+$263K	0.04%	419
2024 Q3	$779K	Buy	63,200 +34,488	+120%	+$417K	0.03%	455
2024 Q2	$345K	Buy	+28,712	New	+$342K	0.02%	655

Other funds holding YYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

J.W. Cole Advisors's YYY Position: Q1 2026 in Review

J.W. Cole Advisors increased its Amplify CEF High Income ETF (YYY) stake by 0.08% in Q1 2026, buying an estimated $1.08K and bringing the position to 113,629 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #331.

J.W. Cole Advisors first reported a position in YYY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

J.W. Cole Advisors held 113,629 shares of Amplify CEF High Income ETF worth $1.25M as of Q1 2026.
J.W. Cole Advisors bought 94 Amplify CEF High Income ETF shares in Q1 2026, an estimated $1.08K.
Amplify CEF High Income ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q1 2026, its #331 holding.
J.W. Cole Advisors first reported a position in Amplify CEF High Income ETF in Q2 2024 and has held it in 8 quarters since.
J.W. Cole Advisors's Amplify CEF High Income ETF position peaked at $1.46M in Q3 2025.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.