Kestra Advisory Services’s Amplify CEF High Income ETF YYY Stock Holding History

Kestra Advisory Services’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	$2.08M	Buy	188,124 +6,580	+4%	+$75.9K	0.01%	1276
2025 Q4	$2.09M	Buy	181,544 +14,487	+9%	+$169K	0.01%	1180
2025 Q3	$1.97M	Buy	+167,057	New	+$1.97M	0.01%	1157
2024 Q4	–	Sell	-53,142	Closed	-$655K	–	2838
2024 Q3	$655K	Buy	53,142 +5,770	+12%	+$69.7K	﹤0.01%	1591
2024 Q2	$569K	Buy	47,372 +5,955	+14%	+$70.9K	﹤0.01%	1693
2024 Q1	$499K	Sell	41,417 -906	-2%	-$10.7K	﹤0.01%	1668
2023 Q4	$492K	Buy	42,323 +3,900	+10%	+$43.6K	﹤0.01%	1539
2023 Q3	$427K	Buy	38,423 +765	+2%	+$8.91K	﹤0.01%	1456
2023 Q2	$440K	Buy	37,658 +918	+2%	+$10.6K	﹤0.01%	1391
2023 Q1	$428K	Buy	36,740 +1,022	+3%	+$12.5K	﹤0.01%	1360
2022 Q4	$416K	Buy	35,718 +1,206	+3%	+$14.3K	﹤0.01%	1517
2022 Q3	$393K	Sell	34,512 -1,607	-4%	-$20.6K	﹤0.01%	1451
2022 Q2	$457K	Sell	36,119 -1,468	-4%	-$20.1K	﹤0.01%	1382
2022 Q1	$562K	Buy	+37,587	New	+$579K	0.01%	1225

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

Kestra Advisory Services's YYY Position: Q1 2026 in Review

Kestra Advisory Services increased its Amplify CEF High Income ETF (YYY) stake by 3.6% in Q1 2026, buying an estimated $75.9K and bringing the position to 188,124 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1276.

Kestra Advisory Services first reported a position in YYY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.09M in Q4 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

Kestra Advisory Services held 188,124 shares of Amplify CEF High Income ETF worth $2.08M as of Q1 2026.
Kestra Advisory Services bought 6,580 Amplify CEF High Income ETF shares in Q1 2026, an estimated $75.9K.
Amplify CEF High Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1276 holding.
Kestra Advisory Services first reported a position in Amplify CEF High Income ETF in Q1 2022 and has held it in 14 quarters since.
Kestra Advisory Services's Amplify CEF High Income ETF position peaked at $2.09M in Q4 2025.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.