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

Next 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
2021 Q4	$47K	Sell	2,800 -120	-4%	-$2.02K	﹤0.01%	1505
2021 Q3	$49K	Buy	2,920 +120	+4%	+$2.07K	﹤0.01%	1419
2021 Q2	$49K	Hold	2,800	–	–	﹤0.01%	1393
2021 Q1	$47K	Hold	2,800	–	–	﹤0.01%	1307
2020 Q4	$45K	Hold	2,800	–	–	﹤0.01%	1230
2020 Q3	$41K	Buy	+2,800	New	+$41.6K	﹤0.01%	1163
2020 Q2	–	Sell	-1,500	Closed	-$19K	–	1921
2020 Q1	$19K	Sell	1,500 -1,000	-40%	-$16.4K	﹤0.01%	1299
2019 Q4	$45K	Buy	+2,500	New	+$44.3K	﹤0.01%	1228

Other funds holding YYY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

CAN

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

IWN

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Next Financial Group's YYY Position: Q4 2021 in Review

Next Financial Group reduced its Amplify CEF High Income ETF (YYY) stake by 4.1% in Q4 2021, selling an estimated $2.02K and leaving 2,800 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Next Financial Group first reported a position in YYY in Q4 2019 and has held it in 8 quarters since. The position peaked at $49K in Q3 2021. 59 funds tracked by Wall St. Rank hold YYY as of Q4 2021.

Next Financial Group held 2,800 shares of Amplify CEF High Income ETF worth $47K as of Q4 2021.
Next Financial Group sold 120 Amplify CEF High Income ETF shares in Q4 2021, an estimated $2.02K.
Amplify CEF High Income ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1505 holding.
Next Financial Group first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 8 quarters since.
Next Financial Group's Amplify CEF High Income ETF position peaked at $49K in Q3 2021.
59 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.