WI
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Westbourne Investments’s Amplify CEF High Income ETF YYY Stock Holding History

Westbourne Investments’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
2025
Q3 		– Sell
-10,689
Closed -$125K – 166
2025
Q2 		$125K Buy
+10,689
New +$120K 0.07% 137

Other funds holding YYY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Westbourne Investments's YYY Position: Q3 2025 in Review

Westbourne Investments sold out of Amplify CEF High Income ETF (YYY) in Q3 2025, closing a stake of 10,689 shares — an estimated $125K sold.

Westbourne Investments first reported a position in YYY in Q2 2025 and held it in 1 quarter. The position peaked at $125K in Q2 2025. 85 funds tracked by Wall St. Rank hold YYY as of Q3 2025.

  • Westbourne Investments reported no remaining Amplify CEF High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 10,689 Amplify CEF High Income ETF shares in Q3 2025, an estimated $125K.
  • Westbourne Investments first reported a position in Amplify CEF High Income ETF in Q2 2025 and held it in 1 quarter.
  • Westbourne Investments's Amplify CEF High Income ETF position peaked at $125K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.