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Simplicity Solutions’s Amplify CEF High Income ETF YYY Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-12,790
Closed -$149K – 1246
2023
Q1 		$149K Buy
+12,790
New +$156K ﹤0.01% 1040

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
FWA
Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Simplicity Solutions's YYY Position: Q2 2023 in Review

Simplicity Solutions sold out of Amplify CEF High Income ETF (YYY) in Q2 2023, closing a stake of 12,790 shares — an estimated $149K sold.

Simplicity Solutions first reported a position in YYY in Q1 2023 and held it in 1 quarter. The position peaked at $149K in Q1 2023. 52 funds tracked by Wall St. Rank hold YYY as of Q2 2023.

  • Simplicity Solutions reported no remaining Amplify CEF High Income ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 12,790 Amplify CEF High Income ETF shares in Q2 2023, an estimated $149K.
  • Simplicity Solutions first reported a position in Amplify CEF High Income ETF in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Amplify CEF High Income ETF position peaked at $149K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.