WFA of San Diego’s Amplify CEF High Income ETF YYY Stock Holding History

WFA of San Diego’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 Q4	–	Sell	-2,000	Closed	-$23.6K	–	423
2025 Q3	$23.6K	Hold	2,000	–	–	0.02%	267
2025 Q2	$23.4K	Buy	+2,000	New	+$22.5K	0.02%	258
2024 Q3	$24.7K	Hold	2,000	–	–	0.02%	230
2024 Q2	$24K	Buy	+2,000	New	+$23.8K	0.02%	229

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 $43.3B AUM 29.3% 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

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

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

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

WFA of San Diego's YYY Position: Q4 2025 in Review

WFA of San Diego sold out of Amplify CEF High Income ETF (YYY) in Q4 2025, closing a stake of 2,000 shares — an estimated $23.6K sold.

WFA of San Diego first reported a position in YYY in Q2 2024 and held it in 4 quarters. The position peaked at $24.7K in Q3 2024. 89 funds tracked by Wall St. Rank hold YYY as of Q4 2025.

WFA of San Diego reported no remaining Amplify CEF High Income ETF position as of Q4 2025 after selling out during the quarter.
WFA of San Diego sold 2,000 Amplify CEF High Income ETF shares in Q4 2025, an estimated $23.6K.
WFA of San Diego first reported a position in Amplify CEF High Income ETF in Q2 2024 and held it in 4 quarters.
WFA of San Diego's Amplify CEF High Income ETF position peaked at $24.7K in Q3 2024.
89 funds tracked by Wall St. Rank held Amplify CEF High Income ETF as of Q4 2025.

Based on WFA of San Diego's 13F filing for Q4 2025, filed 17 Feb 2026.