Osaic Holdings
YYY icon

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
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 		$9.94M Sell
849,264
-3,596
-0.4% -$40.5K 0.02% 831
2025
Q1 		$9.73M 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 		$4.41M 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 		$5.17M 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
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
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
IF
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

Osaic Holdings's YYY Position: Q1 2026 in Review

Osaic Holdings increased its Amplify CEF High Income ETF (YYY) stake by 15% in Q1 2026, buying an estimated $1.8M and bringing the position to 1,208,563 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #749.

Osaic Holdings first reported a position in YYY in Q1 2020 and has held it in 25 quarters since. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Osaic Holdings held 1,208,563 shares of Amplify CEF High Income ETF worth $13.3M as of Q1 2026.
  • Osaic Holdings bought 156,181 Amplify CEF High Income ETF shares in Q1 2026, an estimated $1.8M.
  • Amplify CEF High Income ETF made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #749 holding.
  • Osaic Holdings first reported a position in Amplify CEF High Income ETF in Q1 2020 and has held it in 25 quarters since.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.