Mercer Global Advisors
YYY icon

Mercer Global Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Mercer Global Advisors’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
Q4 		– Sell
-18,500
Closed -$211K – 2001
2022
Q3 		$211K Hold
18,500
– – ﹤0.01% 1606
2022
Q2 		$234K Hold
18,500
– – ﹤0.01% 1555
2022
Q1 		$277K Buy
18,500
+500
+3% +$7.71K ﹤0.01% 1550
2021
Q4 		$299K Buy
+18,000
New +$303K ﹤0.01% 1467

Other funds holding YYY

LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWA
Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 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 $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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mercer Global Advisors's YYY Position: Q4 2022 in Review

Mercer Global Advisors sold out of Amplify CEF High Income ETF (YYY) in Q4 2022, closing a stake of 18,500 shares — an estimated $211K sold.

Mercer Global Advisors first reported a position in YYY in Q4 2021 and held it in 4 quarters. The position peaked at $299K in Q4 2021. 49 funds tracked by Wall St. Rank hold YYY as of Q4 2022.

  • Mercer Global Advisors reported no remaining Amplify CEF High Income ETF position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 18,500 Amplify CEF High Income ETF shares in Q4 2022, an estimated $211K.
  • Mercer Global Advisors first reported a position in Amplify CEF High Income ETF in Q4 2021 and held it in 4 quarters.
  • Mercer Global Advisors's Amplify CEF High Income ETF position peaked at $299K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.