Stonebridge Financial Planning Group’s Amplify Cybersecurity ETF HACK Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,650	Closed	-$88K	–	216
2021 Q4	$88K	Hold	1,650	–	–	0.05%	174
2021 Q3	$109K	Sell	1,650 -165	-9%	-$10.3K	0.05%	156
2021 Q2	$112K	Hold	1,815	–	–	0.06%	151
2021 Q1	$102K	Hold	1,815	–	–	0.06%	158
2020 Q4	$104K	Hold	1,815	–	–	0.07%	151
2020 Q3	$90K	Hold	1,815	–	–	0.06%	141
2020 Q2	$82K	Sell	1,815 -810	-31%	-$33.6K	0.07%	146
2020 Q1	$97K	Sell	2,625 -1,150	-30%	-$46.4K	0.1%	123
2019 Q4	$157K	Buy	+3,775	New	+$151K	0.14%	104

Other funds holding HACK

Royal Bank of Canada

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

LPL Financial San Diego, California $376B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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