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

LifeSteps Financial’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	$1.27K	Buy	+110	New	+$1.26K	﹤0.01%	718

Other funds holding YYY

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LifeSteps Financial's YYY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Amplify CEF High Income ETF (YYY) in Q2 2026: 110 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

11 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

LifeSteps Financial held 110 shares of Amplify CEF High Income ETF worth $1.27K as of Q2 2026.
Amplify CEF High Income ETF was a new LifeSteps Financial position in Q2 2026.
Amplify CEF High Income ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #718 holding.
11 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.