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

Realta 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
2023
Q4 		– Sell
-200
Closed -$2.34K – 820
2023
Q3 		$2.34K Hold
200
– – ﹤0.01% 758
2023
Q2 		$2.34K Buy
+200
New +$2.32K ﹤0.01% 807
2023
Q1 		– Sell
-200
Closed -$2.33K – 853
2022
Q4 		$2.33K Hold
200
– – ﹤0.01% 813
2022
Q3 		$2K Buy
+200
New +$2.56K ﹤0.01% 799

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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Realta Investment Advisors's YYY Position: Q4 2023 in Review

Realta Investment Advisors sold out of Amplify CEF High Income ETF (YYY) in Q4 2023, closing a stake of 200 shares — an estimated $2.34K sold.

Realta Investment Advisors first reported a position in YYY in Q3 2022 and held it in 4 quarters. The position peaked at $2.34K in Q3 2023. 57 funds tracked by Wall St. Rank hold YYY as of Q4 2023.

  • Realta Investment Advisors reported no remaining Amplify CEF High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Amplify CEF High Income ETF shares in Q4 2023, an estimated $2.34K.
  • Realta Investment Advisors first reported a position in Amplify CEF High Income ETF in Q3 2022 and held it in 4 quarters.
  • Realta Investment Advisors's Amplify CEF High Income ETF position peaked at $2.34K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.