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 Q1	$143K	Buy	+12,958	New	+$150K	0.05%	64

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 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

O'Donnell Financial Services's YYY Position: Q1 2026 in Review

O'Donnell Financial Services opened a new position in Amplify CEF High Income ETF (YYY) in Q1 2026: 12,958 shares worth $143K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings.

86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

O'Donnell Financial Services held 12,958 shares of Amplify CEF High Income ETF worth $143K as of Q1 2026.
Amplify CEF High Income ETF was a new O'Donnell Financial Services position in Q1 2026.
Amplify CEF High Income ETF made up 0.05% of O'Donnell Financial Services's portfolio in Q1 2026, its #64 holding.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.