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Wagner Wealth Management (South Carolina)’s Amplify CEF High Income ETF YYY Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-1,729
Closed -$20K – 704
2022
Q3 		$20K Hold
1,729
– – 0.01% 318
2022
Q2 		$22K Buy
+1,729
New +$23.7K 0.02% 315
2022
Q1 		– Sell
-1,729
Closed -$29K – 666
2021
Q4 		$29K Hold
1,729
– – 0.02% 337
2021
Q3 		$30K Buy
+1,729
New +$29.9K 0.02% 321

Other funds holding YYY

LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWA
Freedom Wealth Alliance Brookfield, Wisconsin $60.8M AUM 14.42% 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 $393M AUM 30.08% 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

Wagner Wealth Management (South Carolina)'s YYY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Amplify CEF High Income ETF (YYY) in Q4 2022, closing a stake of 1,729 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in YYY in Q3 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 49 funds tracked by Wall St. Rank hold YYY as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Amplify CEF High Income ETF position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,729 Amplify CEF High Income ETF shares in Q4 2022, an estimated $20K.
  • Wagner Wealth Management (South Carolina) first reported a position in Amplify CEF High Income ETF in Q3 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s Amplify CEF High Income ETF position peaked at $30K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.