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Advisory Services & Investments’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Advisory Services & Investments’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
2023
Q3 		– Sell
-10,082
Closed -$229K – 33
2023
Q2 		$229K Hold
10,082
– – 0.19% 32
2023
Q1 		$195K Buy
+10,082
New +$183K 0.18% 34

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Commonwealth Equity Services
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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Services & Investments's BLOK Position: Q3 2023 in Review

Advisory Services & Investments sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 10,082 shares — an estimated $229K sold.

Advisory Services & Investments first reported a position in BLOK in Q1 2023 and held it in 2 quarters. The position peaked at $229K in Q2 2023. 161 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

  • Advisory Services & Investments reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Advisory Services & Investments sold 10,082 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $229K.
  • Advisory Services & Investments first reported a position in Amplify Blockchain Technology ETF in Q1 2023 and held it in 2 quarters.
  • Advisory Services & Investments's Amplify Blockchain Technology ETF position peaked at $229K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on Advisory Services & Investments's 13F filing for Q3 2023, filed 10 Oct 2023.