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

Regal 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
2026 Q1	$188K	Buy	17,081 +45	+0.3%	+$519	0.01%	635
2025 Q4	$196K	Buy	+17,036	New	+$199K	0.01%	561
2022 Q1	–	Sell	-19,099	Closed	-$318K	–	582
2021 Q4	$318K	Buy	19,099 +1,631	+9%	+$27.4K	0.03%	416
2021 Q3	$294K	Sell	17,468 -160	-0.9%	-$2.77K	0.03%	428
2021 Q2	$311K	Buy	+17,628	New	+$305K	0.03%	414
2021 Q1	–	Sell	-13,456	Closed	-$214K	–	455
2020 Q4	$214K	Buy	+13,456	New	+$206K	0.02%	437
2020 Q1	–	Sell	-37,116	Closed	-$662K	–	324
2019 Q4	$662K	Buy	+37,116	New	+$658K	0.12%	168

Other funds holding YYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Regal Investment Advisors's YYY Position: Q1 2026 in Review

Regal Investment Advisors increased its Amplify CEF High Income ETF (YYY) stake by 0.26% in Q1 2026, buying an estimated $519 and bringing the position to 17,081 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #635.

Regal Investment Advisors first reported a position in YYY in Q4 2019 and has held it in 7 quarters since. The position peaked at $662K in Q4 2019. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

Regal Investment Advisors held 17,081 shares of Amplify CEF High Income ETF worth $188K as of Q1 2026.
Regal Investment Advisors bought 45 Amplify CEF High Income ETF shares in Q1 2026, an estimated $519.
Amplify CEF High Income ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #635 holding.
Regal Investment Advisors first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 7 quarters since.
Regal Investment Advisors's Amplify CEF High Income ETF position peaked at $662K in Q4 2019.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.