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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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $885M AUM 25.41% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return