MFG
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Merit Financial Group’s Amplify CEF High Income ETF YYY Stock Holding History

Merit Financial Group’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
2023
Q1 		– Sell
-11,513
Closed -$134K – 736
2022
Q4 		$134K Sell
11,513
-1,329
-10% -$15.7K ﹤0.01% 644
2022
Q3 		$146K Hold
12,842
– – 0.01% 528
2022
Q2 		$162K Buy
+12,842
New +$176K 0.01% 531

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 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
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Merit Financial Group's YYY Position: Q1 2023 in Review

Merit Financial Group sold out of Amplify CEF High Income ETF (YYY) in Q1 2023, closing a stake of 11,513 shares — an estimated $134K sold.

Merit Financial Group first reported a position in YYY in Q2 2022 and held it in 3 quarters. The position peaked at $162K in Q2 2022. 49 funds tracked by Wall St. Rank hold YYY as of Q1 2023.

  • Merit Financial Group reported no remaining Amplify CEF High Income ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 11,513 Amplify CEF High Income ETF shares in Q1 2023, an estimated $134K.
  • Merit Financial Group first reported a position in Amplify CEF High Income ETF in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's Amplify CEF High Income ETF position peaked at $162K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.