9258 Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

9258 Wealth Management’s Portfolio HACK Stock Details HACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.09M	Buy	+16,010	New	+$1.04M	0.16%	115
2023 Q4	–	Sell	-17,822	Closed	-$920K	–	323
2023 Q3	$920K	Sell	17,822 -150	-0.8%	-$7.69K	0.18%	110
2023 Q2	$909K	Sell	17,972 -400	-2%	-$19.1K	0.17%	115
2023 Q1	$879K	Hold	18,372	–	–	0.18%	111
2022 Q4	$809K	Sell	18,372 -1,999	-10%	-$89.6K	0.18%	110
2022 Q3	$884K	Sell	20,371 -300	-1%	-$14.3K	0.23%	100
2022 Q2	$947K	Sell	20,671 -240	-1%	-$12K	0.24%	98
2022 Q1	$1.23M	Sell	20,911 -560	-3%	-$31.5K	0.28%	78
2021 Q4	$1.32M	Hold	21,471	–	–	0.3%	68
2021 Q3	$1.31M	Buy	21,471 +1	+0%	+$63	0.35%	58
2021 Q2	$1.3M	Hold	21,470	–	–	0.35%	58
2021 Q1	$1.18M	Hold	21,470	–	–	0.35%	62
2020 Q4	$1.24M	Hold	21,470	–	–	0.4%	49
2020 Q3	$967K	Sell	21,470 -750	-3%	-$35.4K	0.37%	65
2020 Q2	$988K	Sell	22,220 -400	-2%	-$16.6K	0.4%	62
2020 Q1	$914K	Sell	22,620 -794	-3%	-$32.1K	0.4%	62
2019 Q4	$972K	Buy	+23,414	New	+$937K	0.36%	79

Other funds holding HACK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's HACK Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Amplify Cybersecurity ETF (HACK) in Q3 2024: 16,010 shares worth $1.09M. The stake represents 0.16% of the portfolio and ranks #115 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in HACK as recently as Q3 2023.

9258 Wealth Management first reported a position in HACK in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2021. 293 funds tracked by Wall St. Rank hold HACK as of Q3 2024.

9258 Wealth Management held 16,010 shares of Amplify Cybersecurity ETF worth $1.09M as of Q3 2024.
Amplify Cybersecurity ETF was a new 9258 Wealth Management position in Q3 2024.
Amplify Cybersecurity ETF made up 0.16% of 9258 Wealth Management's portfolio in Q3 2024, its #115 holding.
9258 Wealth Management first reported a position in Amplify Cybersecurity ETF in Q4 2019 and has held it in 17 quarters since.
9258 Wealth Management's Amplify Cybersecurity ETF position peaked at $1.32M in Q4 2021.
293 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.