Samalin Investment Counsel’s Amplify CEF High Income ETF YYY Stock Holding History

Samalin Investment Counsel’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 Q2	$203K	Sell	17,615 -875	-5%	-$10K	0.06%	308
2026 Q1	$204K	Sell	18,490 -928	-5%	-$10.7K	0.07%	291
2025 Q4	$223K	Buy	19,418 +9,098	+88%	+$106K	0.08%	274
2025 Q3	$122K	Buy	+10,320	New	+$122K	0.04%	317

Other funds holding YYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAS

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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

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

Samalin Investment Counsel's YYY Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Amplify CEF High Income ETF (YYY) stake by 4.7% in Q2 2026, selling an estimated $10K and leaving 17,615 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #308.

Samalin Investment Counsel first reported a position in YYY in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

Samalin Investment Counsel held 17,615 shares of Amplify CEF High Income ETF worth $203K as of Q2 2026.
Samalin Investment Counsel sold 875 Amplify CEF High Income ETF shares in Q2 2026, an estimated $10K.
Amplify CEF High Income ETF made up 0.06% of Samalin Investment Counsel's portfolio in Q2 2026, its #308 holding.
Samalin Investment Counsel first reported a position in Amplify CEF High Income ETF in Q3 2025 and has held it in 4 quarters since.
Samalin Investment Counsel's Amplify CEF High Income ETF position peaked at $223K in Q4 2025.
92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.