SPC
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Sigma Planning Corp’s Amplify CEF High Income ETF YYY Stock Holding History

Sigma Planning Corp’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
-11,531
Closed -$128K – 1197
2023
Q3 		$128K Buy
+11,531
New +$134K ﹤0.01% 1124
2022
Q3 		– Sell
-12,638
Closed -$160K – 1353
2022
Q2 		$160K Sell
12,638
-5,132
-29% -$70.2K 0.01% 1181
2022
Q1 		$266K Buy
17,770
+50
+0.3% +$770 0.01% 1122
2021
Q4 		$295K Sell
17,720
-746
-4% -$12.5K 0.01% 1092
2021
Q3 		$311K Buy
18,466
+2,289
+14% +$39.6K 0.01% 1042
2021
Q2 		$285K Buy
16,177
+5,052
+45% +$87.4K 0.01% 1117
2021
Q1 		$186K Buy
11,125
+75
+0.7% +$1.23K 0.01% 1231
2020
Q4 		$176K Sell
11,050
-543
-5% -$8.31K 0.01% 1129
2020
Q3 		$170K Buy
+11,593
New +$172K 0.01% 978

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

Sigma Planning Corp's YYY Position: Q4 2023 in Review

Sigma Planning Corp sold out of Amplify CEF High Income ETF (YYY) in Q4 2023, closing a stake of 11,531 shares — an estimated $128K sold.

Sigma Planning Corp first reported a position in YYY in Q3 2020 and held it in 9 quarters. The position peaked at $311K in Q3 2021. 57 funds tracked by Wall St. Rank hold YYY as of Q4 2023.

  • Sigma Planning Corp reported no remaining Amplify CEF High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 11,531 Amplify CEF High Income ETF shares in Q4 2023, an estimated $128K.
  • Sigma Planning Corp first reported a position in Amplify CEF High Income ETF in Q3 2020 and held it in 9 quarters.
  • Sigma Planning Corp's Amplify CEF High Income ETF position peaked at $311K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.