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

Strategic Financial Concepts’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
2026
Q2 		$481K Buy
41,750
+1,900
+5% +$21.7K 0.14% 134
2026
Q1 		$440K Buy
+39,850
New +$460K 0.11% 170
2025
Q4 		– Sell
-36,950
Closed -$436K – 313
2025
Q3 		$436K Buy
36,950
+2,500
+7% +$29.4K 0.06% 153
2025
Q2 		$403K Buy
34,450
+1,800
+6% +$20.3K 0.06% 163
2025
Q1 		$373K Buy
32,650
+9,750
+43% +$115K 0.07% 209
2024
Q4 		$264K Hold
22,900
– – 0.05% 263
2024
Q3 		$282K Sell
22,900
-235,975
-91% -$2.85M 0.09% 181
2024
Q2 		$21.8K Buy
258,875
+237,075
+1,088% +$2.82M 0.01% 323
2024
Q1 		$263K Buy
+21,800
New +$259K 0.06% 250
2023
Q4 		– Sell
-11,800
Closed -$131K – 280
2023
Q3 		$131K Sell
11,800
-400
-3% -$4.66K 0.04% 253
2023
Q2 		$143K Sell
12,200
-2,400
-16% -$27.8K 0.05% 242
2023
Q1 		$170K Buy
+14,600
New +$178K 0.07% 227

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Strategic Financial Concepts's YYY Position: Q2 2026 in Review

Strategic Financial Concepts increased its Amplify CEF High Income ETF (YYY) stake by 4.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 41,750 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #134.

Strategic Financial Concepts first reported a position in YYY in Q1 2023 and has held it in 12 quarters since. 92 funds tracked by Wall St. Rank hold YYY as of Q2 2026.

  • Strategic Financial Concepts held 41,750 shares of Amplify CEF High Income ETF worth $481K as of Q2 2026.
  • Strategic Financial Concepts bought 1,900 Amplify CEF High Income ETF shares in Q2 2026, an estimated $21.7K.
  • Amplify CEF High Income ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q2 2026, its #134 holding.
  • Strategic Financial Concepts first reported a position in Amplify CEF High Income ETF in Q1 2023 and has held it in 12 quarters since.
  • 92 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.