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Patriot Financial Group Insurance Agency’s Amplify CEF High Income ETF YYY Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q4 		– Sell
-1,400
Closed -$25K – 1469
2019
Q3 		$25K Buy
+1,400
New +$25K 0.01% 594

Other funds holding YYY

AG
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FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's YYY Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Amplify CEF High Income ETF (YYY) in Q4 2019, closing a stake of 1,400 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in YYY in Q3 2019 and held it in 1 quarter. The position peaked at $25K in Q3 2019. 34 funds tracked by Wall St. Rank hold YYY as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Amplify CEF High Income ETF position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,400 Amplify CEF High Income ETF shares in Q4 2019, an estimated $25K.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify CEF High Income ETF in Q3 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Amplify CEF High Income ETF position peaked at $25K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.