CRWM
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Castle Rock Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

Castle Rock 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
Q4 		– Sell
-11,935
Closed -$816K – 242
2024
Q3 		$816K Buy
+11,935
New +$778K 0.19% 126

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Royal Bank of Canada
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Commonwealth Equity Services
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BEI
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Castle Rock Wealth Management's HACK Position: Q4 2024 in Review

Castle Rock Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q4 2024, closing a stake of 11,935 shares — an estimated $816K sold.

Castle Rock Wealth Management first reported a position in HACK in Q3 2024 and held it in 1 quarter. The position peaked at $816K in Q3 2024. 338 funds tracked by Wall St. Rank hold HACK as of Q4 2024.

  • Castle Rock Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • Castle Rock Wealth Management sold 11,935 Amplify Cybersecurity ETF shares in Q4 2024, an estimated $816K.
  • Castle Rock Wealth Management first reported a position in Amplify Cybersecurity ETF in Q3 2024 and held it in 1 quarter.
  • Castle Rock Wealth Management's Amplify Cybersecurity ETF position peaked at $816K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q4 2024.

Based on Castle Rock Wealth Management's 13F filing for Q4 2024, filed 5 Mar 2025.