VFM
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Valley Financial Management’s Amplify Cybersecurity ETF HACK Stock Holding History

Valley Financial 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
2023
Q2 		$2.46M Sell
48,678
-510
-1% -$24.3K 1.27% 25
2023
Q1 		$2.35M Sell
49,188
-987
-2% -$45.1K 1.45% 26
2022
Q4 		$2.21M Buy
50,175
+9,237
+23% +$414K 1.23% 20
2022
Q3 		$1.78M Buy
+40,938
New +$1.95M 1.06% 21

Other funds holding HACK

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Valley Financial Management's HACK Position: Q2 2023 in Review

Valley Financial Management reduced its Amplify Cybersecurity ETF (HACK) stake by 1% in Q2 2023, selling an estimated $24.3K and leaving 48,678 shares worth $2.46M. The position accounts for 1.27% of the portfolio, ranked #25.

Valley Financial Management first reported a position in HACK in Q3 2022 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold HACK as of Q2 2023.

  • Valley Financial Management held 48,678 shares of Amplify Cybersecurity ETF worth $2.46M as of Q2 2023.
  • Valley Financial Management sold 510 Amplify Cybersecurity ETF shares in Q2 2023, an estimated $24.3K.
  • Amplify Cybersecurity ETF made up 1.27% of Valley Financial Management's portfolio in Q2 2023, its #25 holding.
  • Valley Financial Management first reported a position in Amplify Cybersecurity ETF in Q3 2022 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.