Key Client Fiduciary Advisors, LLC HACK ETF MANAGERS TR

Ownership history in Key Client Fiduciary Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Key Client Fiduciary Advisors, LLC reported ETF MANAGERS TR (HACK) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows HACK at 0.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key Client Fiduciary Advisors, LLC's position in ETF MANAGERS 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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Key Client Fiduciary Advisors, 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,891 -94 -1.3% 0.18% $517K 2026-04-09 $74.80
2025 Q4 REDUCED 24.3% -6.6% 6,985 -2,242 -24.3% 0.19% $561K 2026-01-28 $80.25
2025 Q3 REDUCED 9,227 -300 -3.1% 0.27% $801K 2025-10-14 $86.43
2025 Q2 REDUCED 9,527 -201 -2.1% 0.33% $823K 2025-07-09 $87.64
2025 Q1 REDUCED 9,728 -205 -2.1% 0.32% $698K 2025-04-10 $69.89
2024 Q4 UNCHANGED 9,933 0% 0.33% $740K 2025-01-17 $76.40
2024 Q3 REDUCED 19.1% +9.7% 9,933 -2,340 -19.1% 0.30% $678K 2024-10-18 $71.25
2023 Q4 REDUCED 5.8% +6.3% 12,273 -762 -5.8% 0.43% $741K 2024-01-09 $60.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Key Client Fiduciary Advisors, 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 Key Client Fiduciary Advisors, LLC reported owning HACK?

Key Client Fiduciary Advisors, LLC reported HACK across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HACK position in Key Client Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for HACK was 0.43% in 2023 Q4.

What is the latest reported HACK position on this page?

The most recent filing on this page is 2026 Q1, when Key Client Fiduciary Advisors, LLC reported 6,891 shares, equal to 0.18% of portfolio, with an estimated market value of $517K.

What does the chart on this HACK ownership page compare?

The chart compares Key Client Fiduciary Advisors, 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 Key Client Fiduciary Advisors, LLC time their HACK position?

Based on 13F filing dates vs. subsequent HACK price moves, Key Client Fiduciary Advisors, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on HACK relative to SPY over the holding period was +0.1%.

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