Bartlett & Co’s Amplify Cybersecurity ETF HACK Stock Holding History

Bartlett & Co’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 Q4	$66K	Buy	1,080 +1,000	+1,250%	+$55K	﹤0.01%	646
2023 Q3	$4K	Hold	80	–	–	﹤0.01%	1016
2023 Q2	$4K	Hold	80	–	–	﹤0.01%	1008
2023 Q1	$4K	Hold	80	–	–	﹤0.01%	923
2022 Q4	$4K	Hold	80	–	–	﹤0.01%	944
2022 Q3	$3K	Hold	80	–	–	﹤0.01%	991
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	1054
2022 Q1	$5K	Buy	+80	New	+$4.5K	﹤0.01%	911
2021 Q4	–	Sell	-80	Closed	-$5K	–	591
2021 Q3	$5K	Hold	80	–	–	﹤0.01%	761
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	755
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	806
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	788
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	745
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	746
2020 Q1	$3K	Buy	+80	New	+$3.23K	﹤0.01%	749

Other funds holding HACK

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFI

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

Bartlett & Co's HACK Position: Q4 2023 in Review

Bartlett & Co increased its Amplify Cybersecurity ETF (HACK) stake by 1,250% in Q4 2023, buying an estimated $55K and bringing the position to 1,080 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Bartlett & Co first reported a position in HACK in Q1 2020 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold HACK as of Q4 2023.

Bartlett & Co held 1,080 shares of Amplify Cybersecurity ETF worth $66K as of Q4 2023.
Bartlett & Co bought 1,000 Amplify Cybersecurity ETF shares in Q4 2023, an estimated $55K.
Amplify Cybersecurity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #646 holding.
Bartlett & Co first reported a position in Amplify Cybersecurity ETF in Q1 2020 and has held it in 15 quarters since.
258 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.