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Traphagen Investment Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

Traphagen Investment Advisors’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
2022
Q3 		– Sell
-11,604
Closed -$147K – 140
2022
Q2 		$147K Buy
11,604
+187
+2% +$2.56K 0.03% 133
2022
Q1 		$171K Buy
+11,417
New +$176K 0.03% 132

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Traphagen Investment Advisors's YYY Position: Q3 2022 in Review

Traphagen Investment Advisors sold out of Amplify CEF High Income ETF (YYY) in Q3 2022, closing a stake of 11,604 shares — an estimated $147K sold.

Traphagen Investment Advisors first reported a position in YYY in Q1 2022 and held it in 2 quarters. The position peaked at $171K in Q1 2022. 52 funds tracked by Wall St. Rank hold YYY as of Q3 2022.

  • Traphagen Investment Advisors reported no remaining Amplify CEF High Income ETF position as of Q3 2022 after selling out during the quarter.
  • Traphagen Investment Advisors sold 11,604 Amplify CEF High Income ETF shares in Q3 2022, an estimated $147K.
  • Traphagen Investment Advisors first reported a position in Amplify CEF High Income ETF in Q1 2022 and held it in 2 quarters.
  • Traphagen Investment Advisors's Amplify CEF High Income ETF position peaked at $171K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2022.

Based on Traphagen Investment Advisors's 13F filing for Q3 2022, filed 17 Jun 2024.