KP
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Keel Point’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Keel Point’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,383
Closed -$475K – 315
2022
Q4 		$475K Sell
14,383
-17,259
-55% -$589K 0.07% 170
2022
Q3 		$1.07M Buy
31,642
+3,432
+12% +$126K 0.18% 92
2022
Q2 		$1.1M Buy
28,210
+6,728
+31% +$255K 0.17% 90
2022
Q1 		$917K Buy
21,482
+9,350
+77% +$382K 0.14% 104
2021
Q4 		$541K Buy
+12,132
New +$550K 0.06% 146

Other funds holding IHAK

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UBS Group
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WBG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return