Valtinson Bruner Financial Planning’s Amplify CEF High Income ETF YYY Stock Holding History

Valtinson Bruner Financial 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
2026 Q1	–	Sell	-13,140	Closed	-$151K	–	176
2025 Q4	$151K	Sell	13,140 -370	-3%	-$4.32K	0.04%	163
2025 Q3	$160K	Sell	13,510 -592	-4%	-$6.97K	0.05%	159
2025 Q2	$165K	Buy	14,102 +105	+0.8%	+$1.18K	0.05%	154
2025 Q1	$160K	Buy	+13,997	New	+$164K	0.05%	144

Other funds holding YYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Valtinson Bruner Financial Planning's YYY Position: Q1 2026 in Review

Valtinson Bruner Financial Planning sold out of Amplify CEF High Income ETF (YYY) in Q1 2026, closing a stake of 13,140 shares — an estimated $151K sold.

Valtinson Bruner Financial Planning first reported a position in YYY in Q1 2025 and held it in 4 quarters. The position peaked at $165K in Q2 2025. 86 funds tracked by Wall St. Rank hold YYY as of Q1 2026.

Valtinson Bruner Financial Planning reported no remaining Amplify CEF High Income ETF position as of Q1 2026 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 13,140 Amplify CEF High Income ETF shares in Q1 2026, an estimated $151K.
Valtinson Bruner Financial Planning first reported a position in Amplify CEF High Income ETF in Q1 2025 and held it in 4 quarters.
Valtinson Bruner Financial Planning's Amplify CEF High Income ETF position peaked at $165K in Q2 2025.
86 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.