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WealthShield Partners’s Amplify CEF High Income ETF YYY Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-12,026
Closed -$212K – 767
2021
Q2 		$212K Buy
12,026
+2,940
+32% +$50.9K 0.03% 251
2021
Q1 		$152K Sell
9,086
-10,395
-53% -$171K 0.03% 286
2020
Q4 		$311K Sell
19,481
-3,191
-14% -$48.9K 0.06% 233
2020
Q3 		$332K Buy
+22,672
New +$337K 0.12% 180
2020
Q1 		– Sell
-14,065
Closed -$251K – 309
2019
Q4 		$251K Buy
+14,065
New +$249K 0.12% 157

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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthShield Partners's YYY Position: Q3 2021 in Review

WealthShield Partners sold out of Amplify CEF High Income ETF (YYY) in Q3 2021, closing a stake of 12,026 shares — an estimated $212K sold.

WealthShield Partners first reported a position in YYY in Q4 2019 and held it in 5 quarters. The position peaked at $332K in Q3 2020. 55 funds tracked by Wall St. Rank hold YYY as of Q3 2021.

  • WealthShield Partners reported no remaining Amplify CEF High Income ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 12,026 Amplify CEF High Income ETF shares in Q3 2021, an estimated $212K.
  • WealthShield Partners first reported a position in Amplify CEF High Income ETF in Q4 2019 and held it in 5 quarters.
  • WealthShield Partners's Amplify CEF High Income ETF position peaked at $332K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.