AAFMAA Wealth Management & Trust LLC HACK — AMPLIFY ETF TR

Ownership history in AAFMAA Wealth Management & Trust LLC  ·  5 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported AMPLIFY ETF TR (HACK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.94% in 2025 Q2. The latest visible filing shows HACK at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AAFMAA Wealth Management & Trust LLC's position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HACK was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HACK stock page AAFMAA Wealth Management & Trust LLC fund profile AAFMAA Wealth Management & Trust LLC full holdings
How AAFMAA Wealth Management & Trust LLC held HACK — position size vs. price
% of Fund (quarterly)    HACK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,948 +6,012 +26.2% 0.84% $2.2M 2026-04-08 $78.81
2025 Q4 REDUCED 13.6% -6.6% ✅ 22,936 -3,599 -13.6% 0.72% $1.8M 2026-01-07 $81.58
2025 Q3 ADDED — — — 26,535 +192 +0.7% 0.91% $2.3M 2025-10-30 $86.04
2025 Q2 REDUCED — — — 26,343 -1,048 -3.8% 0.94% $2.3M 2025-07-16 $83.82
2025 Q1 INITIATED — — — 27,391 — — 0.89% $2.0M 2025-04-11 $71.06

🏢 Other funds also holding HACK

As of 2026 Q1 — sorted by position size

Artesa Financial Group, LLC 4.02% Thoma Capital Management LLC 3.06% Sage Capital Management, LLC 2.24% Hyposwiss Advisors SA 1.5% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.25% Joseph P. Lucia & Associates, LLC 3Y 7Y 1.22% NORTHLAND SECURITIES, INC. 0.96% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.89% Vigil Wealth Management, LLC 0.74% Destination Wealth Management 3Y 7Y 0.6%

FAQ About AAFMAA Wealth Management & Trust LLC and HACK

These are the practical questions this page is built to answer before you even open the full history table.

How long has AAFMAA Wealth Management & Trust LLC reported owning HACK?

AAFMAA Wealth Management & Trust LLC reported HACK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported HACK position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for HACK was 0.94% in 2025 Q2.

What is the latest reported HACK position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 28,948 shares, equal to 0.84% of portfolio, with an estimated market value of $2.2M.

What does the chart on this HACK ownership page compare?

The chart compares AAFMAA Wealth Management & Trust LLC's quarterly HACK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AAFMAA Wealth Management & Trust LLC time their HACK position?

Based on 13F filing dates vs. subsequent HACK price moves, AAFMAA Wealth Management & Trust LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HACK relative to SPY over the holding period was -13.5%.

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