Optimum Investment Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Optimum Investment 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
2025 Q3	$49K	Sell	4,150 -300	-7%	-$3.53K	0.02%	354
2025 Q2	$52.1K	Hold	4,450	–	–	0.02%	336
2025 Q1	$50.8K	Hold	4,450	–	–	0.02%	332
2024 Q4	$51.3K	Sell	4,450 -500	-10%	-$6.04K	0.02%	340
2024 Q3	$61K	Buy	4,950 +300	+6%	+$3.62K	0.03%	331
2024 Q2	$55.8K	Sell	4,650 -2,150	-32%	-$25.6K	0.03%	347
2024 Q1	$82K	Hold	6,800	–	–	0.04%	294
2023 Q4	$79K	Hold	6,800	–	–	0.04%	293
2023 Q3	$75.5K	Hold	6,800	–	–	0.04%	308
2023 Q2	$79.5K	Hold	6,800	–	–	0.04%	314
2023 Q1	$79.3K	Buy	6,800 +1,300	+24%	+$15.9K	0.04%	312
2022 Q4	$64.1K	Buy	5,500 +5,000	+1,000%	+$59.2K	0.03%	343
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	642
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	661
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	696
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	701
2021 Q3	$8K	Buy	+500	New	+$8.64K	﹤0.01%	705

Other funds holding YYY

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $44.6B AUM 28.94% 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 $456M AUM 13.52% 1-Year Est. Return

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

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

Optimum Investment Advisors's YYY Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Amplify CEF High Income ETF (YYY) stake by 6.7% in Q3 2025, selling an estimated $3.53K and leaving 4,150 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #354.

Optimum Investment Advisors first reported a position in YYY in Q3 2021 and has held it in 17 quarters since. The position peaked at $82K in Q1 2024. 85 funds tracked by Wall St. Rank hold YYY as of Q3 2025.

Optimum Investment Advisors held 4,150 shares of Amplify CEF High Income ETF worth $49K as of Q3 2025.
Optimum Investment Advisors sold 300 Amplify CEF High Income ETF shares in Q3 2025, an estimated $3.53K.
Amplify CEF High Income ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #354 holding.
Optimum Investment Advisors first reported a position in Amplify CEF High Income ETF in Q3 2021 and has held it in 17 quarters since.
Optimum Investment Advisors's Amplify CEF High Income ETF position peaked at $82K in Q1 2024.
85 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.