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

Spire Wealth Management’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 Q3	–	Sell	-105	Closed	-$1.23K	–	2477
2023 Q2	$1.23K	Buy	105 +3	+3%	+$35	﹤0.01%	2280
2023 Q1	$1.19K	Buy	102 +3	+3%	+$37	﹤0.01%	2369
2022 Q4	$1K	Buy	99 +3	+3%	+$36	﹤0.01%	2271
2022 Q3	$1K	Buy	96 +3	+3%	+$38	﹤0.01%	2148
2022 Q2	$1K	Buy	93 +3	+3%	+$41	﹤0.01%	2603
2022 Q1	$1K	Buy	90 +2	+2%	+$31	﹤0.01%	2492
2021 Q4	$1K	Buy	88 +2	+2%	+$34	﹤0.01%	2903
2021 Q3	$1K	Buy	86 +1	+1%	+$17	﹤0.01%	2553
2021 Q2	$1K	Buy	+85	New	+$1.47K	﹤0.01%	2555

Other funds holding YYY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWA

Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spire Wealth Management's YYY Position: Q3 2023 in Review

Spire Wealth Management sold out of Amplify CEF High Income ETF (YYY) in Q3 2023, closing a stake of 105 shares — an estimated $1.23K sold.

Spire Wealth Management first reported a position in YYY in Q2 2021 and held it in 9 quarters. The position peaked at $1.23K in Q2 2023. 53 funds tracked by Wall St. Rank hold YYY as of Q3 2023.

Spire Wealth Management reported no remaining Amplify CEF High Income ETF position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 105 Amplify CEF High Income ETF shares in Q3 2023, an estimated $1.23K.
Spire Wealth Management first reported a position in Amplify CEF High Income ETF in Q2 2021 and held it in 9 quarters.
Spire Wealth Management's Amplify CEF High Income ETF position peaked at $1.23K in Q2 2023.
53 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.