NWF Advisory Services’s Amplify CEF High Income ETF YYY Stock Holding History

NWF Advisory Services’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	$7.41M	Buy	671,945 +21,900	+3%	+$253K	0.84%	32
2025 Q4	$7.48M	Buy	650,045 +39,450	+6%	+$460K	0.83%	33
2025 Q3	$7.21M	Buy	610,595 +56,300	+10%	+$663K	0.79%	33
2025 Q2	$6.49M	Buy	554,295 +9,900	+2%	+$112K	0.77%	32
2025 Q1	$6.21M	Buy	+544,395	New	+$6.4M	0.87%	29
2024 Q4	–	Sell	-442,235	Closed	-$5.45M	–	431
2024 Q3	$5.45M	Buy	442,235 +23,670	+6%	+$286K	0.79%	33
2024 Q2	$5.03M	Buy	418,565 +82,700	+25%	+$985K	0.8%	32
2024 Q1	$4.05M	Buy	335,865 +57,950	+21%	+$687K	0.68%	37
2023 Q4	$3.23M	Buy	277,915 +167,775	+152%	+$1.88M	0.64%	38
2023 Q3	$1.22M	Buy	110,140 +27,650	+34%	+$322K	0.29%	68
2023 Q2	$964K	Hold	82,490	–	–	0.22%	89
2023 Q1	$964K	Buy	+82,490	New	+$1.01M	0.22%	89

Other funds holding YYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

NWF Advisory Services's YYY Position: Q1 2026 in Review

NWF Advisory Services increased its Amplify CEF High Income ETF (YYY) stake by 3.4% in Q1 2026, buying an estimated $253K and bringing the position to 671,945 shares worth $7.41M. The position accounts for 0.84% of the portfolio, ranked #32.

NWF Advisory Services first reported a position in YYY in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.48M in Q4 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

NWF Advisory Services held 671,945 shares of Amplify CEF High Income ETF worth $7.41M as of Q1 2026.
NWF Advisory Services bought 21,900 Amplify CEF High Income ETF shares in Q1 2026, an estimated $253K.
Amplify CEF High Income ETF made up 0.84% of NWF Advisory Services's portfolio in Q1 2026, its #32 holding.
NWF Advisory Services first reported a position in Amplify CEF High Income ETF in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Amplify CEF High Income ETF position peaked at $7.48M in Q4 2025.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.