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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
Q2 		$1.71M Sell
148,139
-1,631,445
-92% -$18.7M 0.24% 45
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 $1.89T 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

LJI Wealth Management's YYY Position: Q2 2026 in Review

LJI Wealth Management reduced its Amplify CEF High Income ETF (YYY) stake by 92% in Q2 2026, selling an estimated $18.7M and leaving 148,139 shares worth $1.71M. The position accounts for 0.24% of the portfolio, ranked #45.

LJI Wealth Management first reported a position in YYY in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.7M in Q4 2025. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • LJI Wealth Management held 148,139 shares of Amplify CEF High Income ETF worth $1.71M as of Q2 2026.
  • LJI Wealth Management sold 1,631,445 Amplify CEF High Income ETF shares in Q2 2026, an estimated $18.7M.
  • Amplify CEF High Income ETF made up 0.24% of LJI Wealth Management's portfolio in Q2 2026, its #45 holding.
  • LJI Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Amplify CEF High Income ETF position peaked at $19.7M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.