LWM
LJI Wealth Management’s Amplify High Income ETF YYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
1,489,846
+207,339
| +16% | +$2.43M | 3.04% | 7 |
|
|
2025
Q1 | $14.6M | Buy |
1,282,507
+45,103
| +4% | +$515K | 2.91% | 7 |
|
|
2024
Q4 | $14.3M | Buy |
1,237,404
+136,962
| +12% | +$1.58M | 2.81% | 8 |
|
|
2024
Q3 | $13.6M | Buy |
1,100,442
+84,179
| +8% | +$1.04M | 2.77% | 10 |
|
|
2024
Q2 | $12.2M | Buy |
1,016,263
+72,324
| +8% | +$869K | 2.7% | 9 |
|
|
2024
Q1 | $11.4M | Buy |
943,939
+24,685
| +3% | +$298K | 2.94% | 10 |
|
|
2023
Q4 | $10.7M | Sell |
919,254
-13,158
| -1% | -$153K | 2.77% | 9 |
|
|
2023
Q3 | $10.4M | Buy |
932,412
+34,798
| +4% | +$387K | 2.98% | 8 |
|
|
2023
Q2 | $10.5M | Sell |
897,614
-2,408
| -0.3% | -$28.2K | 3.05% | 7 |
|
|
2023
Q1 | $10.5M | Buy |
900,022
+70,751
| +9% | +$825K | 3.32% | 7 |
|
|
2022
Q4 | $9.66M | Buy |
+829,271
| New | +$9.66M | 3.39% | 6 |
|