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SYM Financial Corp’s Amplify CEF High Income ETF YYY Stock Holding History

SYM Financial Corp’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
Q2 		– Sell
-16,549
Closed -$211K – 75
2020
Q1 		$211K Sell
16,549
-112
-0.7% -$1.84K 0.21% 32
2019
Q4 		$297K Buy
+16,661
New +$295K 0.2% 29

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

SYM Financial Corp's YYY Position: Q2 2020 in Review

SYM Financial Corp sold out of Amplify CEF High Income ETF (YYY) in Q2 2020, closing a stake of 16,549 shares — an estimated $211K sold.

SYM Financial Corp first reported a position in YYY in Q4 2019 and held it in 2 quarters. The position peaked at $297K in Q4 2019. 36 funds tracked by Wall St. Rank hold YYY as of Q2 2020.

  • SYM Financial Corp reported no remaining Amplify CEF High Income ETF position as of Q2 2020 after selling out during the quarter.
  • SYM Financial Corp sold 16,549 Amplify CEF High Income ETF shares in Q2 2020, an estimated $211K.
  • SYM Financial Corp first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 2 quarters.
  • SYM Financial Corp's Amplify CEF High Income ETF position peaked at $297K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.