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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
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

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LWM
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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 $885M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $936M AUM 19.22% 1-Year Est. Return