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Addison Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Addison Advisors’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 789
2022
Q3 		$1K Hold
50
– – ﹤0.01% 587
2022
Q2 		$1K Hold
50
– – ﹤0.01% 573
2022
Q1 		$2K Hold
50
– – ﹤0.01% 572
2021
Q4 		$2K Hold
50
– – ﹤0.01% 518
2021
Q3 		$2K Hold
50
– – ﹤0.01% 372
2021
Q2 		$2K Buy
+50
New +$2.45K ﹤0.01% 363

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Addison Advisors's BLOK Position: Q4 2022 in Review

Addison Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Addison Advisors first reported a position in BLOK in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Addison Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Addison Advisors sold 50 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $1K.
  • Addison Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 6 quarters.
  • Addison Advisors's Amplify Blockchain Technology ETF position peaked at $2K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.