LWM
YYY icon

LJI Wealth Management’s Amplify CEF High Income ETF YYY Stock Holding History

LJI Wealth Management’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 		$19.6M Buy
1,779,584
+69,001
+4% +$796K 3.14% 7
2025
Q4 		$19.7M Buy
1,710,583
+211,845
+14% +$2.47M 3% 7
2025
Q3 		$17.7M Buy
1,498,738
+8,892
+0.6% +$105K 3.09% 7
2025
Q2 		$17.4M Buy
1,489,846
+207,339
+16% +$2.34M 3.04% 7
2025
Q1 		$14.6M Buy
1,282,507
+45,103
+4% +$530K 2.91% 7
2024
Q4 		$14.3M Buy
1,237,404
+136,962
+12% +$1.65M 2.81% 8
2024
Q3 		$13.6M Buy
1,100,442
+84,179
+8% +$1.02M 2.77% 10
2024
Q2 		$12.2M Buy
1,016,263
+72,324
+8% +$861K 2.7% 9
2024
Q1 		$11.4M Buy
943,939
+24,685
+3% +$293K 2.94% 10
2023
Q4 		$10.7M Sell
919,254
-13,158
-1% -$147K 2.77% 9
2023
Q3 		$10.4M Buy
932,412
+34,798
+4% +$405K 2.98% 8
2023
Q2 		$10.5M Sell
897,614
-2,408
-0.3% -$27.9K 3.05% 7
2023
Q1 		$10.5M Buy
900,022
+70,751
+9% +$863K 3.32% 7
2022
Q4 		$9.66M Buy
+829,271
New +$9.82M 3.39% 6

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
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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

LJI Wealth Management's YYY Position: Q1 2026 in Review

LJI Wealth Management increased its Amplify CEF High Income ETF (YYY) stake by 4% in Q1 2026, buying an estimated $796K and bringing the position to 1,779,584 shares worth $19.6M. The position accounts for 3.14% of the portfolio, ranked #7.

LJI Wealth Management first reported a position in YYY in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.7M in Q4 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • LJI Wealth Management held 1,779,584 shares of Amplify CEF High Income ETF worth $19.6M as of Q1 2026.
  • LJI Wealth Management bought 69,001 Amplify CEF High Income ETF shares in Q1 2026, an estimated $796K.
  • Amplify CEF High Income ETF made up 3.14% of LJI Wealth Management's portfolio in Q1 2026, its #7 holding.
  • LJI Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Amplify CEF High Income ETF position peaked at $19.7M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.