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Retirement Group’s Amplify CEF High Income ETF YYY Stock Holding History

Retirement Group’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
2024
Q1 		$43.1K Hold
3,575
– – 0.02% 252
2023
Q4 		$41.5K Sell
3,575
-500
-12% -$5.59K 0.02% 244
2023
Q3 		$45.3K Hold
4,075
– – 0.02% 218
2023
Q2 		$47.6K Hold
4,075
– – 0.02% 209
2023
Q1 		$48K Hold
4,075
– – 0.02% 202
2022
Q4 		$47K Buy
+4,075
New +$48.3K 0.02% 189
2022
Q3 		– Sell
-4,075
Closed -$52K – 822
2022
Q2 		$52K Hold
4,075
– – 0.02% 209
2022
Q1 		$61K Sell
4,075
-575
-12% -$8.86K 0.02% 215
2021
Q4 		$77K Sell
4,650
-2,400
-34% -$40.4K 0.03% 187
2021
Q3 		$119K Sell
7,050
-3,140
-31% -$54.3K 0.05% 152
2021
Q2 		$180K Sell
10,190
-1,180
-10% -$20.4K 0.09% 124
2021
Q1 		$190K Hold
11,370
– – 0.09% 136
2020
Q4 		$181K Hold
11,370
– – 0.08% 132
2020
Q3 		$167K Sell
11,370
-409
-3% -$6.07K 0.09% 135
2020
Q2 		$169K Buy
+11,779
New +$164K 0.1% 122
2019
Q4 		$210K Buy
+11,779
New +$209K 0.14% 107

Other funds holding YYY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Group's YYY Position: Q1 2024 in Review

Retirement Group held its Amplify CEF High Income ETF (YYY) position steady in Q1 2024 at 3,575 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #252.

Retirement Group first reported a position in YYY in Q4 2019 and has held it in 16 quarters since. The position peaked at $210K in Q4 2019. 60 funds tracked by Wall St. Rank hold YYY as of Q1 2024.

  • Retirement Group held 3,575 shares of Amplify CEF High Income ETF worth $43.1K as of Q1 2024.
  • Retirement Group left its Amplify CEF High Income ETF share count unchanged in Q1 2024.
  • Amplify CEF High Income ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #252 holding.
  • Retirement Group first reported a position in Amplify CEF High Income ETF in Q4 2019 and has held it in 16 quarters since.
  • Retirement Group's Amplify CEF High Income ETF position peaked at $210K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.