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O'Donnell Financial Services’s Amplify CEF High Income ETF YYY Stock Holding History

O'Donnell Financial 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
Q2 		$385K Buy
33,421
+20,463
+158% +$234K 0.11% 53
2026
Q1 		$143K Buy
+12,958
New +$150K 0.05% 64

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

O'Donnell Financial Services's YYY Position: Q2 2026 in Review

O'Donnell Financial Services increased its Amplify CEF High Income ETF (YYY) stake by 158% in Q2 2026, buying an estimated $234K and bringing the position to 33,421 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #53.

O'Donnell Financial Services first reported a position in YYY in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • O'Donnell Financial Services held 33,421 shares of Amplify CEF High Income ETF worth $385K as of Q2 2026.
  • O'Donnell Financial Services bought 20,463 Amplify CEF High Income ETF shares in Q2 2026, an estimated $234K.
  • Amplify CEF High Income ETF made up 0.11% of O'Donnell Financial Services's portfolio in Q2 2026, its #53 holding.
  • O'Donnell Financial Services first reported a position in Amplify CEF High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.