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 $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAN

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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Marks Group Wealth Management's YYY Position: Q3 2022 in Review

Marks Group Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q3 2022, closing a stake of 113,668 shares — an estimated $1.44M sold.

Marks Group Wealth Management first reported a position in YYY in Q4 2019 and held it in 11 quarters. The position peaked at $1.68M in Q1 2022. 52 funds tracked by Wall St. Rank hold YYY as of Q3 2022.

Marks Group Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 113,668 Amplify CEF High Income ETF shares in Q3 2022, an estimated $1.44M.
Marks Group Wealth Management first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's Amplify CEF High Income ETF position peaked at $1.68M in Q1 2022.
52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.