NWA
YYY icon

Navis Wealth Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Navis Wealth 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
2026
Q1 		– Sell
-42,052
Closed -$484K – 208
2025
Q4 		$484K Buy
+42,052
New +$491K 0.21% 105

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Navis Wealth Advisors's YYY Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Amplify CEF High Income ETF (YYY) in Q1 2026, closing a stake of 42,052 shares — an estimated $484K sold.

Navis Wealth Advisors first reported a position in YYY in Q4 2025 and held it in 1 quarter. The position peaked at $484K in Q4 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Navis Wealth Advisors reported no remaining Amplify CEF High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 42,052 Amplify CEF High Income ETF shares in Q1 2026, an estimated $484K.
  • Navis Wealth Advisors first reported a position in Amplify CEF High Income ETF in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's Amplify CEF High Income ETF position peaked at $484K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.