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Rockport Wealth’s Amplify CEF High Income ETF YYY Stock Holding History

Rockport Wealth’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
2025
Q1 		– Sell
-164,187
Closed -$1.98M – 77
2024
Q4 		$1.98M Buy
164,187
+5,927
+4% +$71.6K 0.88% 16
2024
Q3 		$1.95M Buy
158,260
+21,911
+16% +$265K 0.52% 18
2024
Q2 		$1.64M Buy
136,349
+1,222
+0.9% +$14.6K 0.69% 20
2024
Q1 		$1.62M Buy
+135,127
New +$1.6M 1.08% 14

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 $714M AUM 21.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockport Wealth's YYY Position: Q1 2025 in Review

Rockport Wealth sold out of Amplify CEF High Income ETF (YYY) in Q1 2025, closing a stake of 164,187 shares — an estimated $1.98M sold.

Rockport Wealth first reported a position in YYY in Q1 2024 and held it in 4 quarters. The position peaked at $1.98M in Q4 2024. 83 funds tracked by Wall St. Rank hold YYY as of Q1 2025.

  • Rockport Wealth reported no remaining Amplify CEF High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Rockport Wealth sold 164,187 Amplify CEF High Income ETF shares in Q1 2025, an estimated $1.98M.
  • Rockport Wealth first reported a position in Amplify CEF High Income ETF in Q1 2024 and held it in 4 quarters.
  • Rockport Wealth's Amplify CEF High Income ETF position peaked at $1.98M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2025.

Based on Rockport Wealth's 13F filing for Q1 2025, filed 15 May 2025.