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

Marks Group 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
2022 Q3	–	Sell	-113,668	Closed	-$1.44M	–	294
2022 Q2	$1.44M	Buy	113,668 +1,223	+1%	+$16.7K	0.21%	132
2022 Q1	$1.68M	Buy	112,445 +24,540	+28%	+$378K	0.21%	118
2021 Q4	$1.46M	Sell	87,905 -3,254	-4%	-$54.7K	0.18%	129
2021 Q3	$1.53M	Hold	91,159	–	–	0.21%	124
2021 Q2	$1.61M	Sell	91,159 -124	-0.1%	-$2.15K	0.22%	121
2021 Q1	$1.52M	Buy	91,283 +35,840	+65%	+$589K	0.23%	119
2020 Q4	$883K	Sell	55,443 -132	-0.2%	-$2.02K	0.14%	146
2020 Q3	$815K	Hold	55,575	–	–	0.15%	142
2020 Q2	$796K	Hold	55,575	–	–	0.16%	136
2020 Q1	$709K	Hold	55,575	–	–	0.18%	133
2019 Q4	$991K	Buy	+55,575	New	+$985K	0.19%	140

Other funds holding YYY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return