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

LPL 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 		$37.1M Buy
3,215,821
+165,605
+5% +$1.9M 0.01% 1177
2026
Q1 		$33.6M Buy
3,050,216
+203,535
+7% +$2.35M 0.01% 1112
2025
Q4 		$32.8M Buy
2,846,681
+99,341
+4% +$1.16M 0.01% 1091
2025
Q3 		$32.4M Buy
2,747,340
+115,891
+4% +$1.36M 0.01% 1060
2025
Q2 		$30.8M Buy
2,631,449
+348,827
+15% +$3.93M 0.01% 1008
2025
Q1 		$26M Buy
2,282,622
+162,496
+8% +$1.91M 0.01% 998
2024
Q4 		$24.4M Buy
2,120,126
+247,325
+13% +$2.99M 0.01% 977
2024
Q3 		$23.1M Sell
1,872,801
-118,645
-6% -$1.43M 0.01% 974
2024
Q2 		$23.9M Buy
1,991,446
+364,318
+22% +$4.34M 0.01% 880
2024
Q1 		$19.6M Buy
1,627,128
+169,582
+12% +$2.01M 0.01% 954
2023
Q4 		$16.9M Buy
1,457,546
+68,075
+5% +$762K 0.01% 957
2023
Q3 		$15.4M Buy
1,389,471
+84,236
+6% +$981K 0.01% 926
2023
Q2 		$15.3M Buy
1,305,235
+300,777
+30% +$3.49M 0.01% 912
2023
Q1 		$11.7M Buy
1,004,458
+212,780
+27% +$2.6M 0.01% 1012
2022
Q4 		$9.22M Buy
791,678
+77,416
+11% +$917K 0.01% 1070
2022
Q3 		$8.13M Sell
714,262
-58,517
-8% -$750K 0.01% 1070
2022
Q2 		$9.77M Buy
772,779
+46,550
+6% +$637K 0.01% 975
2022
Q1 		$10.9M Buy
726,229
+42,883
+6% +$661K 0.01% 943
2021
Q4 		$11.4M Buy
683,346
+5,297
+0.8% +$89.1K 0.01% 946
2021
Q3 		$11.4M Buy
678,049
+196,448
+41% +$3.39M 0.01% 887
2021
Q2 		$8.49M Buy
481,601
+128,306
+36% +$2.22M 0.01% 1002
2021
Q1 		$5.9M Buy
353,295
+97,908
+38% +$1.61M 0.01% 1122
2020
Q4 		$4.07M Buy
255,387
+27,246
+12% +$417K 0.01% 1227
2020
Q3 		$3.35M Sell
228,141
-4,525
-2% -$67.2K 0.01% 1167
2020
Q2 		$3.33M Sell
232,666
-1,500
-0.6% -$20.9K 0.01% 1071
2020
Q1 		$2.99M Buy
234,166
+1,963
+0.8% +$32.2K 0.01% 974
2019
Q4 		$4.14M Buy
+232,203
New +$4.12M 0.01% 926

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's YYY Position: Q2 2026 in Review

LPL Financial increased its Amplify CEF High Income ETF (YYY) stake by 5.4% in Q2 2026, buying an estimated $1.9M and bringing the position to 3,215,821 shares worth $37.1M. The position accounts for 0.01% of the portfolio, ranked #1177.

LPL Financial first reported a position in YYY in Q4 2019 and has held it in 27 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • LPL Financial held 3,215,821 shares of Amplify CEF High Income ETF worth $37.1M as of Q2 2026.
  • LPL Financial bought 165,605 Amplify CEF High Income ETF shares in Q2 2026, an estimated $1.9M.
  • Amplify CEF High Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1177 holding.
  • LPL Financial first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 27 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.