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Confluence Wealth Services’s Amplify Cybersecurity ETF HACK Stock Holding History

Confluence Wealth Services’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
Q3 		– Sell
-3,631
Closed -$235K – 349
2024
Q2 		$235K Buy
+3,631
New +$226K 0.02% 338
2022
Q1 		– Sell
-2,787
Closed -$171K – 616
2021
Q4 		$171K Buy
+2,787
New +$176K 0.06% 243

Other funds holding HACK

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Confluence Wealth Services's HACK Position: Q3 2024 in Review

Confluence Wealth Services sold out of Amplify Cybersecurity ETF (HACK) in Q3 2024, closing a stake of 3,631 shares — an estimated $235K sold.

Confluence Wealth Services first reported a position in HACK in Q4 2021 and held it in 2 quarters. The position peaked at $235K in Q2 2024. 293 funds tracked by Wall St. Rank hold HACK as of Q3 2024.

  • Confluence Wealth Services reported no remaining Amplify Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 3,631 Amplify Cybersecurity ETF shares in Q3 2024, an estimated $235K.
  • Confluence Wealth Services first reported a position in Amplify Cybersecurity ETF in Q4 2021 and held it in 2 quarters.
  • Confluence Wealth Services's Amplify Cybersecurity ETF position peaked at $235K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q3 2024.

Based on Confluence Wealth Services's 13F filing for Q3 2024, filed 29 Oct 2024.