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Larson Financial Group’s Amplify CEF High Income ETF YYY Stock Holding History

Larson Financial Group’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 		$2.8M Buy
242,566
+19,073
+9% +$218K 0.07% 214
2026
Q1 		$2.47M Buy
223,493
+16,625
+8% +$192K 0.08% 205
2025
Q4 		$2.38M Buy
206,868
+16,829
+9% +$196K 0.08% 206
2025
Q3 		$2.24M Buy
190,039
+88,200
+87% +$1.04M 0.08% 207
2025
Q2 		$1.19M Buy
101,839
+36,372
+56% +$410K 0.05% 269
2025
Q1 		$747K Buy
65,467
+59,570
+1,010% +$700K 0.04% 317
2024
Q4 		$67.9K Buy
5,897
+2,179
+59% +$26.3K ﹤0.01% 812
2024
Q3 		$45.8K Buy
3,718
+2,853
+330% +$34.5K ﹤0.01% 933
2024
Q2 		$10.4K Sell
865
-17
-2% -$202 ﹤0.01% 1253
2024
Q1 		$10.6K Buy
+882
New +$10.5K ﹤0.01% 1027

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

Larson Financial Group's YYY Position: Q2 2026 in Review

Larson Financial Group increased its Amplify CEF High Income ETF (YYY) stake by 8.5% in Q2 2026, buying an estimated $218K and bringing the position to 242,566 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #214.

Larson Financial Group first reported a position in YYY in Q1 2024 and has held it in 10 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • Larson Financial Group held 242,566 shares of Amplify CEF High Income ETF worth $2.8M as of Q2 2026.
  • Larson Financial Group bought 19,073 Amplify CEF High Income ETF shares in Q2 2026, an estimated $218K.
  • Amplify CEF High Income ETF made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #214 holding.
  • Larson Financial Group first reported a position in Amplify CEF High Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.