Osaic Holdings
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Osaic Holdings’s Amplify CEF High Income ETF YYY Stock Holding History

Osaic Holdings’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
Q3 		$14.2M Buy
1,371,801
+37,404
+3% +$420K 0.02% 804
2026
Q2 		$15.4M Buy
1,334,397
+125,834
+10% +$1.44M 0.02% 785
2026
Q1 		$13.3M Buy
1,208,563
+156,181
+15% +$1.8M 0.02% 749
2025
Q4 		$12.1M Buy
1,052,382
+92,051
+10% +$1.07M 0.02% 828
2025
Q3 		$11.3M Buy
960,331
+111,067
+13% +$1.31M 0.02% 926
2025
Q2 		$9.9M Sell
849,264
-3,596
-0.4% -$40.5K 0.02% 831
2025
Q1 		$9.7M Buy
852,860
+151,316
+22% +$1.78M 0.02% 697
2024
Q4 		$8.08M Buy
701,544
+43,296
+7% +$523K 0.02% 773
2024
Q3 		$8.12M Buy
658,248
+49,881
+8% +$603K 0.02% 777
2024
Q2 		$7.31M Buy
608,367
+98,169
+19% +$1.17M 0.02% 793
2024
Q1 		$6.14M Sell
510,198
-252,863
-33% -$3M 0.01% 915
2023
Q4 		$8.87M Sell
763,061
-276,572
-27% -$3.09M 0.02% 863
2023
Q3 		$11.6M Buy
1,039,633
+522,850
+101% +$6.09M 0.02% 795
2023
Q2 		$6.04M Buy
516,783
+6,925
+1% +$80.3K 0.01% 1049
2023
Q1 		$5.94M Buy
509,858
+88,679
+21% +$1.08M 0.01% 1046
2022
Q4 		$4.91M Buy
421,179
+12,872
+3% +$152K 0.01% 1108
2022
Q3 		$4.65M Buy
408,307
+59,802
+17% +$766K 0.01% 1063
2022
Q2 		$4.4M Buy
348,505
+41,488
+14% +$568K 0.01% 1132
2022
Q1 		$4.59M Buy
307,017
+2,711
+0.9% +$41.8K 0.01% 1275
2021
Q4 		$5.06M Sell
304,306
-3,410
-1% -$57.4K 0.01% 1095
2021
Q3 		$5.18M Sell
307,716
-3,355
-1% -$58K 0.01% 1034
2021
Q2 		$5.49M Sell
311,071
-17,929
-5% -$310K 0.01% 996
2021
Q1 		$5.49M Buy
329,000
+17,214
+6% +$283K 0.01% 910
2020
Q4 		$4.97M Sell
311,786
-57,532
-16% -$881K 0.01% 878
2020
Q3 		$5.41M Sell
369,318
-21,000
-5% -$312K 0.02% 726
2020
Q2 		$5.59M Sell
390,318
-1,890
-0.5% -$26.3K 0.02% 646
2020
Q1 		$5.01M Buy
+392,208
New +$6.43M 0.02% 609

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings's YYY Position: Q3 2026 in Review

Osaic Holdings increased its Amplify CEF High Income ETF (YYY) stake by 2.8% in Q3 2026, buying an estimated $420K and bringing the position to 1,371,801 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #804.

Osaic Holdings first reported a position in YYY in Q1 2020 and has held it in 27 quarters since. The position peaked at $15.4M in Q2 2026. 77 funds tracked by Wall St. Rank hold YYY as of Q3 2026.

  • Osaic Holdings held 1,371,801 shares of Amplify CEF High Income ETF worth $14.2M as of Q3 2026.
  • Osaic Holdings bought 37,404 Amplify CEF High Income ETF shares in Q3 2026, an estimated $420K.
  • Amplify CEF High Income ETF made up 0.02% of Osaic Holdings's portfolio in Q3 2026, its #804 holding.
  • Osaic Holdings first reported a position in Amplify CEF High Income ETF in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's Amplify CEF High Income ETF position peaked at $15.4M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.