WIA
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World Investment Advisors’s Amplify CEF High Income ETF YYY Stock Holding History

World Investment Advisors’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
2026
Q1 		$2.06M Buy
186,891
+30,835
+20% +$356K 0.03% 473
2025
Q4 		$1.8M Buy
156,056
+80,942
+108% +$944K 0.03% 498
2025
Q3 		$887K Buy
75,114
+23,530
+46% +$277K 0.02% 602
2025
Q2 		$604K Buy
51,584
+10,421
+25% +$117K 0.01% 669
2025
Q1 		$470K Buy
41,163
+9,013
+28% +$106K 0.01% 713
2024
Q4 		$370K Buy
32,150
+17,040
+113% +$206K 0.01% 749
2024
Q3 		$186K Buy
15,110
+3,571
+31% +$43.1K 0.01% 880
2024
Q2 		$139K Buy
11,539
+488
+4% +$5.81K 0.01% 609
2024
Q1 		$133K Buy
+11,051
New +$131K 0.02% 387

Other funds holding YYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $885M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $936M AUM 19.22% 1-Year Est. Return