Colony Group’s Amplify Cybersecurity ETF HACK Stock Holding History

Colony Group’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	$606K	Buy	11,752 +30	+0.3%	+$1.54K	0.01%	522
2023 Q2	$593K	Buy	11,722 +2,193	+23%	+$105K	0.01%	534
2023 Q1	$456K	Buy	9,529 +2,473	+35%	+$113K	0.01%	578
2022 Q4	$311K	Buy	+7,056	New	+$316K	﹤0.01%	711
2022 Q3	–	Sell	-10,458	Closed	-$479K	–	801
2022 Q2	$479K	Sell	10,458 -6,896	-40%	-$346K	0.01%	604
2022 Q1	$1.02M	Buy	17,354 +5,847	+51%	+$329K	0.02%	478
2021 Q4	$707K	Sell	11,507 -924	-7%	-$58.3K	0.01%	517
2021 Q3	$756K	Buy	+12,431	New	+$779K	0.01%	478
2016 Q3	–	Sell	-11,600	Closed	-$277K	–	267
2016 Q2	$277K	Hold	11,600	–	–	0.03%	207
2016 Q1	$278K	Sell	11,600 -1,900	-14%	-$42.8K	0.03%	208
2015 Q4	$350K	Sell	13,500 -2,200	-14%	-$58.1K	0.03%	299
2015 Q3	$396K	Buy	+15,700	New	+$453K	0.05%	264

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 $79.5B AUM 27.1% 1-Year Est. Return

WFI

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

Colony Group's HACK Position: Q3 2023 in Review

Colony Group increased its Amplify Cybersecurity ETF (HACK) stake by 0.26% in Q3 2023, buying an estimated $1.54K and bringing the position to 11,752 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #522.

Colony Group first reported a position in HACK in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2022. 264 funds tracked by Wall St. Rank hold HACK as of Q3 2023.

Colony Group held 11,752 shares of Amplify Cybersecurity ETF worth $606K as of Q3 2023.
Colony Group bought 30 Amplify Cybersecurity ETF shares in Q3 2023, an estimated $1.54K.
Amplify Cybersecurity ETF made up 0.01% of Colony Group's portfolio in Q3 2023, its #522 holding.
Colony Group first reported a position in Amplify Cybersecurity ETF in Q3 2015 and has held it in 12 quarters since.
Colony Group's Amplify Cybersecurity ETF position peaked at $1.02M in Q1 2022.
264 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.