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

Kestra Private Wealth 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 		$199K Sell
18,020
-2,197
-11% -$25.4K ﹤0.01% 1640
2025
Q4 		$233K Buy
20,217
+302
+2% +$3.52K ﹤0.01% 1543
2025
Q3 		$235K Sell
19,915
-2,974
-13% -$35K ﹤0.01% 1482
2025
Q2 		$268K Sell
22,889
-3,109
-12% -$35K ﹤0.01% 1345
2025
Q1 		$297K Sell
25,998
-6,532
-20% -$76.7K ﹤0.01% 1207
2024
Q4 		$375K Sell
32,530
-279
-0.9% -$3.37K 0.01% 1050
2024
Q3 		$405K Sell
32,809
-7,995
-20% -$96.6K 0.01% 965
2024
Q2 		$490K Sell
40,804
-3,586
-8% -$42.7K 0.01% 841
2024
Q1 		$535K Buy
44,390
+626
+1% +$7.42K 0.01% 770
2023
Q4 		$509K Sell
43,764
-668
-2% -$7.47K 0.01% 722
2023
Q3 		$494K Buy
44,432
+4,136
+10% +$48.2K 0.02% 666
2023
Q2 		$471K Sell
40,296
-902
-2% -$10.5K 0.02% 659
2023
Q1 		$480K Sell
41,198
-975
-2% -$11.9K 0.02% 614
2022
Q4 		$491K Sell
42,173
-8,379
-17% -$99.3K 0.02% 530
2022
Q3 		$576K Buy
50,552
+7,665
+18% +$98.2K 0.03% 459
2022
Q2 		$542K Sell
42,887
-4,385
-9% -$60K 0.03% 482
2022
Q1 		$707K Sell
47,272
-342
-0.7% -$5.27K 0.04% 467
2021
Q4 		$792K Buy
47,614
+1,759
+4% +$29.6K 0.04% 452
2021
Q3 		$771K Buy
45,855
+2,327
+5% +$40.2K 0.04% 419
2021
Q2 		$768K Buy
43,528
+639
+1% +$11.1K 0.05% 408
2021
Q1 		$716K Sell
42,889
-9,622
-18% -$158K 0.05% 376
2020
Q4 		$835K Sell
52,511
-914
-2% -$14K 0.06% 312
2020
Q3 		$783K Buy
+53,425
New +$793K 0.07% 289

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
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
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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Kestra Private Wealth Services's YYY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Amplify CEF High Income ETF (YYY) stake by 11% in Q1 2026, selling an estimated $25.4K and leaving 18,020 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Kestra Private Wealth Services first reported a position in YYY in Q3 2020 and has held it in 23 quarters since. The position peaked at $835K in Q4 2020. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Kestra Private Wealth Services held 18,020 shares of Amplify CEF High Income ETF worth $199K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,197 Amplify CEF High Income ETF shares in Q1 2026, an estimated $25.4K.
  • Amplify CEF High Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1640 holding.
  • Kestra Private Wealth Services first reported a position in Amplify CEF High Income ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Amplify CEF High Income ETF position peaked at $835K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.