United Capital Financial Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

United Capital Financial 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	-18,687	Closed	-$236K	–	1161
2022 Q2	$236K	Sell	18,687 -1,000	-5%	-$13.7K	﹤0.01%	1009
2022 Q1	$294K	Hold	19,687	–	–	﹤0.01%	992
2021 Q4	$327K	Buy	+19,687	New	+$331K	﹤0.01%	1002
2021 Q2	–	Sell	-24,687	Closed	-$412K	–	1263
2021 Q1	$412K	Sell	24,687 -1,075	-4%	-$17.7K	﹤0.01%	905
2020 Q4	$410K	Hold	25,762	–	–	﹤0.01%	901
2020 Q3	$378K	Sell	25,762 -1,891	-7%	-$28.1K	﹤0.01%	899
2020 Q2	$396K	Hold	27,653	–	–	﹤0.01%	940
2020 Q1	$353K	Hold	27,653	–	–	﹤0.01%	935
2019 Q4	$493K	Buy	+27,653	New	+$490K	﹤0.01%	996

Other funds holding YYY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

United Capital Financial Advisors's YYY Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Amplify CEF High Income ETF (YYY) in Q3 2022, closing a stake of 18,687 shares — an estimated $236K sold.

United Capital Financial Advisors first reported a position in YYY in Q4 2019 and held it in 9 quarters. The position peaked at $493K in Q4 2019. 52 funds tracked by Wall St. Rank hold YYY as of Q3 2022.

United Capital Financial Advisors reported no remaining Amplify CEF High Income ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 18,687 Amplify CEF High Income ETF shares in Q3 2022, an estimated $236K.
United Capital Financial Advisors first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 9 quarters.
United Capital Financial Advisors's Amplify CEF High Income ETF position peaked at $493K in Q4 2019.
52 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.