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Strategic Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Strategic Advisors’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
2024
Q4 		– Sell
-10,098
Closed -$125K – 219
2024
Q3 		$125K Buy
+10,098
New +$122K 0.02% 200

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Strategic Advisors's YYY Position: Q4 2024 in Review

Strategic Advisors sold out of Amplify CEF High Income ETF (YYY) in Q4 2024, closing a stake of 10,098 shares — an estimated $125K sold.

Strategic Advisors first reported a position in YYY in Q3 2024 and held it in 1 quarter. The position peaked at $125K in Q3 2024. 72 funds tracked by Wall St. Rank hold YYY as of Q4 2024.

  • Strategic Advisors reported no remaining Amplify CEF High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Advisors sold 10,098 Amplify CEF High Income ETF shares in Q4 2024, an estimated $125K.
  • Strategic Advisors first reported a position in Amplify CEF High Income ETF in Q3 2024 and held it in 1 quarter.
  • Strategic Advisors's Amplify CEF High Income ETF position peaked at $125K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2024.

Based on Strategic Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.