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

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LWM
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Osaic Holdings
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 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 $324B AUM 22.36% 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.