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Tidemark’s Amplify CEF High Income ETF YYY Stock Holding History

Tidemark’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 		$162K Buy
14,689
+80
+0.5% +$923 0.04% 158
2025
Q4 		$168K Sell
14,609
-1,330
-8% -$15.5K 0.05% 140
2025
Q3 		$188K Sell
15,939
-5,399
-25% -$63.6K 0.05% 137
2025
Q2 		$250K Buy
21,338
+976
+5% +$11K 0.08% 104
2025
Q1 		$232K Sell
20,362
-6,042
-23% -$71K 0.09% 105
2024
Q4 		$304K Buy
26,404
+173
+0.7% +$2.09K 0.12% 87
2024
Q3 		$323K Sell
26,231
-1,503
-5% -$18.2K 0.13% 80
2024
Q2 		$333K Buy
27,734
+5,866
+27% +$69.9K 0.15% 77
2024
Q1 		$264K Buy
21,868
+3,383
+18% +$40.1K 0.15% 103
2023
Q4 		$215K Buy
+18,485
New +$207K 0.13% 104

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $885M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return