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Principal Securities’s Amplify CEF High Income ETF YYY Stock Holding History

Principal Securities’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 		$2.06M Buy
186,875
+7,001
+4% +$80.8K 0.03% 480
2025
Q4 		$2.07M Buy
179,874
+3,724
+2% +$43.4K 0.03% 465
2025
Q3 		$2.08M Buy
176,150
+8,670
+5% +$102K 0.03% 448
2025
Q2 		$1.96M Buy
167,480
+17,294
+12% +$195K 0.04% 418
2025
Q1 		$1.73M Hold
150,186
– – 0.04% 403
2024
Q4 		$1.73M Buy
150,186
+11,229
+8% +$136K 0.04% 402
2024
Q3 		$1.71M Buy
138,957
+20,216
+17% +$244K 0.04% 391
2024
Q2 		$1.43M Buy
118,741
+13,022
+12% +$155K 0.04% 390
2024
Q1 		$1.27M Buy
105,719
+6,631
+7% +$78.7K 0.04% 392
2023
Q4 		$1.15M Buy
+99,088
New +$1.11M 0.04% 372

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Principal Securities's YYY Position: Q1 2026 in Review

Principal Securities increased its Amplify CEF High Income ETF (YYY) stake by 3.9% in Q1 2026, buying an estimated $80.8K and bringing the position to 186,875 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #480.

Principal Securities first reported a position in YYY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q3 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

  • Principal Securities held 186,875 shares of Amplify CEF High Income ETF worth $2.06M as of Q1 2026.
  • Principal Securities bought 7,001 Amplify CEF High Income ETF shares in Q1 2026, an estimated $80.8K.
  • Amplify CEF High Income ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #480 holding.
  • Principal Securities first reported a position in Amplify CEF High Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Amplify CEF High Income ETF position peaked at $2.08M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.