VNA
YYY icon

Valley National Advisers’s Amplify CEF High Income ETF YYY Stock Holding History

Valley National Advisers’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
2021
Q4 		– Sell
-224
Closed -$4K – 975
2021
Q3 		$4K Hold
224
– – ﹤0.01% 709
2021
Q2 		$4K Buy
+224
New +$3.88K ﹤0.01% 717

Other funds holding YYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Valley National Advisers's YYY Position: Q4 2021 in Review

Valley National Advisers sold out of Amplify CEF High Income ETF (YYY) in Q4 2021, closing a stake of 224 shares — an estimated $4K sold.

Valley National Advisers first reported a position in YYY in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 59 funds tracked by Wall St. Rank hold YYY as of Q4 2021.

  • Valley National Advisers reported no remaining Amplify CEF High Income ETF position as of Q4 2021 after selling out during the quarter.
  • Valley National Advisers sold 224 Amplify CEF High Income ETF shares in Q4 2021, an estimated $4K.
  • Valley National Advisers first reported a position in Amplify CEF High Income ETF in Q2 2021 and held it in 2 quarters.
  • Valley National Advisers's Amplify CEF High Income ETF position peaked at $4K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2021.

Based on Valley National Advisers's 13F filing for Q4 2021, filed 11 Feb 2022.