Avion Wealth’s Amplify Cybersecurity ETF HACK Stock Holding History

Avion Wealth’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
2023 Q3	–	Sell	-500	Closed	-$25K	–	967
2023 Q2	$25K	Buy	+500	New	+$23.8K	0.01%	210

Other funds holding HACK

DWM

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

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

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

RJA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Avion Wealth's HACK Position: Q3 2023 in Review

Avion Wealth sold out of Amplify Cybersecurity ETF (HACK) in Q3 2023, closing a stake of 500 shares — an estimated $25K sold.

Avion Wealth first reported a position in HACK in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 264 funds tracked by Wall St. Rank hold HACK as of Q3 2023.

Avion Wealth reported no remaining Amplify Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 500 Amplify Cybersecurity ETF shares in Q3 2023, an estimated $25K.
Avion Wealth first reported a position in Amplify Cybersecurity ETF in Q2 2023 and held it in 1 quarter.
Avion Wealth's Amplify Cybersecurity ETF position peaked at $25K in Q2 2023.
264 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.