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Tempus Wealth Planning’s Amplify CEF High Income ETF YYY Stock Holding History

Tempus Wealth Planning’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
2023
Q4 		– Sell
-11,623
Closed -$129K – 200
2023
Q3 		$129K Buy
11,623
+379
+3% +$4.41K 0.06% 163
2023
Q2 		$131K Sell
11,244
-1,047
-9% -$12.1K 0.06% 184
2023
Q1 		$143K Buy
+12,291
New +$150K 0.07% 173

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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Tempus Wealth Planning's YYY Position: Q4 2023 in Review

Tempus Wealth Planning sold out of Amplify CEF High Income ETF (YYY) in Q4 2023, closing a stake of 11,623 shares — an estimated $129K sold.

Tempus Wealth Planning first reported a position in YYY in Q1 2023 and held it in 3 quarters. The position peaked at $143K in Q1 2023. 57 funds tracked by Wall St. Rank hold YYY as of Q4 2023.

  • Tempus Wealth Planning reported no remaining Amplify CEF High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 11,623 Amplify CEF High Income ETF shares in Q4 2023, an estimated $129K.
  • Tempus Wealth Planning first reported a position in Amplify CEF High Income ETF in Q1 2023 and held it in 3 quarters.
  • Tempus Wealth Planning's Amplify CEF High Income ETF position peaked at $143K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2023.

Based on Tempus Wealth Planning's 13F filing for Q4 2023, filed 24 Jan 2024.