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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Strategic Financial Concepts's YYY Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Amplify CEF High Income ETF (YYY) in Q1 2026: 39,850 shares worth $440K. The stake represents 0.11% of the portfolio and ranks #170 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in YYY as recently as Q3 2025.

Strategic Financial Concepts first reported a position in YYY in Q1 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

Strategic Financial Concepts held 39,850 shares of Amplify CEF High Income ETF worth $440K as of Q1 2026.
Amplify CEF High Income ETF was a new Strategic Financial Concepts position in Q1 2026.
Amplify CEF High Income ETF made up 0.11% of Strategic Financial Concepts's portfolio in Q1 2026, its #170 holding.
Strategic Financial Concepts first reported a position in Amplify CEF High Income ETF in Q1 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.