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Stonebridge Financial Planning Group’s Amplify CEF High Income ETF YYY Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q4 		– Sell
-1,000
Closed -$15K – 406
2020
Q3 		$15K Hold
1,000
– – 0.01% 290
2020
Q2 		$14K Hold
1,000
– – 0.01% 285
2020
Q1 		$13K Hold
1,000
– – 0.01% 286
2019
Q4 		$18K Buy
+1,000
New +$17.7K 0.02% 250

Other funds holding YYY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Stonebridge Financial Planning Group's YYY Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of Amplify CEF High Income ETF (YYY) in Q4 2020, closing a stake of 1,000 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in YYY in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 41 funds tracked by Wall St. Rank hold YYY as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining Amplify CEF High Income ETF position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,000 Amplify CEF High Income ETF shares in Q4 2020, an estimated $15K.
  • Stonebridge Financial Planning Group first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Amplify CEF High Income ETF position peaked at $18K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.