Charter Oak Capital Management’s Amplify Cybersecurity ETF HACK Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-649	Closed	-$30K	–	448
2022 Q2	$30K	Hold	649	–	–	﹤0.01%	414
2022 Q1	$38K	Sell	649 -17	-3%	-$956	﹤0.01%	394
2021 Q4	$41K	Hold	666	–	–	﹤0.01%	387
2021 Q3	$41K	Buy	666 +90	+16%	+$5.64K	0.01%	353
2021 Q2	$35K	Buy	576 +150	+35%	+$8.72K	﹤0.01%	360
2021 Q1	$23K	Buy	426 +226	+113%	+$13.2K	﹤0.01%	414
2020 Q4	$12K	Buy	+200	New	+$10.1K	﹤0.01%	482

Other funds holding HACK

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Commonwealth Equity Services

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